Plancorp LLC’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Plancorp LLC’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Hold	22,000	–	–	0.01%	396
2026 Q1	$199K	Hold	22,000	–	–	0.01%	367
2025 Q4	$209K	Hold	22,000	–	–	0.01%	349
2025 Q3	$200K	Hold	22,000	–	–	0.01%	364
2025 Q2	$196K	Hold	22,000	–	–	0.01%	357
2025 Q1	$189K	Hold	22,000	–	–	0.01%	346
2024 Q4	$182K	Buy	22,000 +8,000	+57%	+$69.6K	0.01%	311
2024 Q3	$121K	Buy	+14,000	New	+$117K	﹤0.01%	306

Other funds holding BDJ

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Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return