Compass Ion Advisors, LLC
Q4 2023 13F Holdings
Location
Conshohocken, PA
Holdings as of
12/31/2023
Value ($000)
$644,643
Num holdings
227
Date filed
1/23/2024
Form type
13F-HR
Prev filing
11/2/2023
Next filing
4/17/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
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2021 Q4 - RESTATEMENT
2021 Q3
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2020 Q4
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2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type