Compass Ion Advisors, LLC's ownership history for WSO

Compass Ion Advisors, LLC currently holds 1.0K shares with a market value of $378.4K. It started holding WSO on 2024-09-30. At its peak, it held 1.0K shares on 2026-03-31. Its highest holding value was $459.9K on 2024-09-30. At its lowest, it held 888 shares on 2025-09-30, with a value of $300.8K on 2025-12-31. In the recent 180 days, Compass Ion Advisors, LLC has increased its shares by 152. In the recent year, Compass Ion Advisors, LLC has increased its shares by 139.