Compass Wealth Management LLC First Tr Fd Dow Jones Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

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 $31,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
138
Previous 138 -0.0%
Holding current value
$31,908
Previous $33.6 Million 8.64%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$192.91 - $207.84 $26,621 - $28,681
138 New
138 $28.3 Million
Q3 2023

Oct 25, 2023
BUY
$156.69 - $174.63 $21,623 - $24,098
138 New
138 $22 Million
Q4 2022

Feb 17, 2023
BUY
$116.11 - $135.9 $16,023 - $18,754
138 New
138 $17 Million

Others Institutions Holding FDN

# of Institutions
619
Shares Held
17.1M
Call Options Held
77.6K
Put Options Held
83.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email