Compass Ion Advisors, LLC MANAGED PORTFOLIO SERIES Transaction History

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 2025
Number of Shares
28,481
Previous 25,419 12.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
3,062 Added 12.05%
28,481 $0
Q2 2025

Jul 11, 2025
SELL
N/A
-18,701 Reduced 42.39%
25,419 $0
Q1 2025

Apr 21, 2025
BUY
N/A
44,120 New
44,120 $0
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