Compass Financial Services Inc First Tr Value Line Divid Inde Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Compass Financial Services Inc holds 1,735 shares of FVD stock, worth $79,601. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,735
Previous 865
100.58%
Holding current value
$79,601
Previous $38.5 Million
101.23%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
648Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$913 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$812 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$298 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$280 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$274 Million0.1% of portfolio