Planning Capital Management Corp First Tr Morningstar Dividend Transaction History
Planning Capital Management Corp
- $142 Billion
- Q2 2024
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 834 shares of FDL stock, worth $34,836. This represents 0.02% of its overall portfolio holdings.
Number of Shares
834
Previous 823
1.34%
Holding current value
$34,836
Previous $31.7 Million
0.16%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio