Holistic Planning, LLC First Tr Morningstar Dividend Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Holistic Planning, LLC holds 7,826 shares of FDL stock, worth $338,239. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,826
Previous 7,967 1.77%
Holding current value
$338,239
Previous $346 Million 5.32%
% of portfolio
0.09%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$38.19 - $43.19 $5,384 - $6,089
-141 Reduced 1.77%
7,826 $328 Million
Q4 2024

Jan 24, 2025
SELL
$39.59 - $43.95 $22,170 - $24,612
-560 Reduced 6.57%
7,967 $321 Million
Q3 2024

Nov 01, 2024
SELL
$37.66 - $42.06 $99,384 - $110,996
-2,639 Reduced 23.63%
8,527 $358 Million
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
486
Shares Held
82.8M
Call Options Held
0
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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