Compass Ion Advisors, LLC Trust For Professional Mgr Cro Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 18,532 shares of SPC stock, worth $385,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,532
Previous 20,554
9.84%
Holding current value
$385,836
Previous $442,000
13.57%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SPC
# of Institutions
13Shares Held
2.33MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.48MShares$30.9 Million5.77% of portfolio
-
Prepared Retirement Institute LLC Lansdale, PA517KShares$10.8 Million6.1% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$1.75 Million0.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA83.1KShares$1.73 Million0.52% of portfolio
-
Ubs Group Ag42.6KShares$887,3900.0% of portfolio