Compass Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Compass Wealth Management LLC holds 888 shares of FVD stock, worth $40,128. This represents 0.01% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$40,128
Previous $38.8 Million
2.18%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
631Shares Held
141MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$903 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$798 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$284 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$283 Million0.07% of portfolio