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MicroStrategy Incorporated shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 91k 168.60
2024-06-30 $16M 9.2k 1704.56
2024-03-31 $16M 9.2k 1704.56
2023-12-31 $5.8M 9.1k 631.62
2023-09-30 $2.4M 7.2k 328.28

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Jane Street
Susquehanna International
Capital Research and Management Company - Division 3
BlackRock
Wolverine Trading
Graham Capital Management
Geode Capital Management
LMR Partners
Belvedere Trading
Vanguard Group
Shaolin Capital Management
Clear Street Derivatives
Bank of America Corporation
Wolverine Asset Management

View all funds holding MicroStrategy Incorporated