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Planned Solutions’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,185
Closed -$10.3K – 162
2024
Q3 		$10.3K Buy
+1,185
New +$9.93K ﹤0.01% 445
2024
Q1 		– Sell
-1,185
Closed -$9.11K – 134
2023
Q4 		$9.11K Buy
+1,185
New +$8.93K ﹤0.01% 430

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's BDJ Position: Q4 2024 in Review

Planned Solutions sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2024, closing a stake of 1,185 shares — an estimated $10.3K sold.

Planned Solutions first reported a position in BDJ in Q4 2023 and held it in 2 quarters. The position peaked at $10.3K in Q3 2024. 214 funds tracked by Wall St. Rank hold BDJ as of Q4 2024.

  • Planned Solutions reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,185 BlackRock Enhanced Equity Dividend Trust shares in Q4 2024, an estimated $10.3K.
  • Planned Solutions first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's BlackRock Enhanced Equity Dividend Trust position peaked at $10.3K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.