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
647Shares Held
140MCall 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