News + Filings Holdings
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Compass Ion Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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World Gold Trust
| GLDM | ETF | 0 | -188,033 | 0 | -6,201,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Nushares ETF Trust
| NUSC | Common | 0 | -36,117 | 0 | -1,158,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WATSCO INC
| WSO/B | CL B CONV | 0 | -2,727 | 0 | -699,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND IV
| FTSM | Exchange Traded Fund | 0 | -9,696 | 0 | -575,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SCPB | Common | 0 | -13,927 | 0 | -407,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK.A | Common | 0 | -1 | 0 | -406,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Floto Paul Johnstone
| FLOT | ETF | 0 | -6,875 | 0 | -346,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| AOK | Common | 0 | -7,760 | 0 | -253,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Wheels Up Experience Inc.
| UP | Common | 0 | -155,620 | 0 | -179,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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