Compass Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 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 $40,794. This represents 0.01% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$40,794
Previous $36.2 Million
11.63%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio