Compass Ion Advisors, LLC Trust For Professional Mgr Cro Put Options Transaction History

Compass Ion Advisors, LLC

$781 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPC

# of Institutions

14

Shares Held

726K

Call Options Held

0

Put Options Held

0

Prepared Retirement Institute LLC Lansdale, PA

340K
Shares

$7.22 Million
4.55% of portfolio
Westmount Partners, LLC Los Angeles, CA

79.3K
Shares

$1.68 Million
0.51% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

75.8K
Shares

$1.61 Million
0.0% of portfolio
Ubs Group Ag

57.7K
Shares

$1.23 Million
0.0% of portfolio
Great Valley Advisor Group, Inc.

32.3K
Shares

$685,860
0.02% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
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