Compass Ion Advisors, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FRTY
# of Institutions
20Shares Held
2.01MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC936KShares$19.1 Million0.04% of portfolio
-
Fred Alger Management, LLC New York, NY296KShares$6.05 Million0.03% of portfolio
-
Castle Rock Wealth Management, LLC146KShares$2.98 Million0.62% of portfolio
-
Prosperity Financial Group, Inc. San Ramon, CA131KShares$2.68 Million1.25% of portfolio
-
Commonwealth Equity Services, LLC113KShares$2.3 Million0.0% of portfolio