A detailed history of Planning Capital Management Corp transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Planning Capital Management Corp holds 57 shares of FDL stock, worth $2,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 834 93.17%
Holding current value
$2,289
Previous $31.6 Million 92.44%
% of portfolio
0.0%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$37.66 - $42.06 $29,261 - $32,680
-777 Reduced 93.17%
57 $2.39 Million
Q2 2024

Aug 12, 2024

BUY
$36.38 - $39.01 $400 - $429
11 Added 1.34%
834 $31.6 Million
Q1 2024

Apr 26, 2024

BUY
$35.29 - $38.48 $635 - $692
18 Added 2.24%
823 $31.7 Million
Q4 2023

Feb 14, 2024

BUY
$31.58 - $36.4 $25,421 - $29,302
805 New
805 $28.9 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Planning Capital Management Corp Portfolio

Follow Planning Capital Management Corp 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 Planning Capital Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Planning Capital Management Corp with notifications on news.