Compass Wealth Management LLC First Tr Fd Dow Jones Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 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 $34,428. This represents 0.01% of its overall portfolio holdings.
Number of Shares
138
Previous 138
-0.0%
Holding current value
$34,428
Previous $28.3 Million
3.36%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
548Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$949 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$338 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$255 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$222 Million0.01% of portfolio
-
Ubs Group Ag754KShares$188 Million0.04% of portfolio