Compass Advisory Group LLC Fidelity Covington Tr Momentum Transaction History
Compass Advisory Group LLC
- $312 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding FDMO
# of Institutions
87Shares Held
3.02MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.26MShares$104 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH228KShares$18.7 Million2.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL176KShares$14.5 Million0.02% of portfolio
-
Portfolio Strategies, Inc.148KShares$12.2 Million1.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL132KShares$10.9 Million0.0% of portfolio