A detailed history of Holistic Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Holistic Planning, LLC holds 8,527 shares of FDL stock, worth $342,529. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,527
Previous 11,166 23.63%
Holding current value
$342,529
Previous $430 Million 16.75%
% of portfolio
0.15%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR MORNINGSTAR DIVIDEND


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

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.