Compass Wealth Management LLC First Tr Fd Dow Jones Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 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 $31,751. This represents 0.01% of its overall portfolio holdings.
Number of Shares
138
Previous 138
-0.0%
Holding current value
$31,751
Previous $29.2 Million
14.79%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
625Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$784 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$362 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$340 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$244 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$176 Million0.02% of portfolio