Compass Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Compass Wealth Management LLC holds 888 shares of FVD stock, worth $39,249. This represents 0.01% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$39,249
Previous $40.4 Million
4.07%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$325 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$296 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$294 Million0.07% of portfolio