Holistic Planning, LLC First Tr Morningstar Dividend Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Holistic Planning, LLC holds 11,166 shares of FDL stock, worth $463,835. This represents 0.33% of its overall portfolio holdings.

Number of Shares
11,166
Previous 11,166 -0.0%
Holding current value
$463,835
Previous $430 Million -0.0%
% of portfolio
0.33%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$35.29 - $38.48 $2,152 - $2,347
-61 Reduced 0.54%
11,166 $430 Million
Q4 2023

Feb 14, 2024
BUY
$31.58 - $36.4 $354,548 - $408,662
11,227 New
11,227 $403 Million

Others Institutions Holding FDL

# of Institutions
373
Shares Held
56.7M
Call Options Held
800
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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