Planning Capital Management Corp »

iShares Dow Jones Select Dividend shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $84k 679 123.19
2023-12-31 $79k 677 117.17

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend