Compass Wealth Management LLC First Tr Fd Dow Jones Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Compass Wealth Management LLC holds 138 shares of FDN stock, worth $36,826. This represents 0.01% of its overall portfolio holdings.
Number of Shares
138
Previous 138
-0.0%
Holding current value
$36,826
Previous $29.2 Million
14.79%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
610Shares Held
16.9MCall Options Held
90.4KPut Options Held
100K-
First Trust Advisors LP Wheaton, IL3.41MShares$909 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$420 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$394 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$284 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$205 Million0.02% of portfolio