Compass Financial Services Inc First Tr Morningstar Dividend Transaction History
Compass Financial Services Inc
- $177 Billion
- Q4 2024
A detailed history of Compass Financial Services Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Compass Financial Services Inc holds 94,879 shares of FDL stock, worth $3.96 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
94,879Holding current value
$3.96 Million% of portfolio
2.16%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
400Shares Held
59.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$352 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$277 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$103 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75.3 Million0.02% of portfolio