Falcon Wealth Planning Arrow Mark Financial Corp. Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Arrow Mark Financial Corp. stock. As of the latest transaction made, Falcon Wealth Planning holds 16,362 shares of BANX stock, worth $342,620. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,362
Previous 14,308
14.36%
Holding current value
$342,620
Previous $263,000
28.52%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BANX
# of Institutions
33Shares Held
1.24MCall Options Held
3.8KPut Options Held
6.8K-
Greenwich Investment Management, Inc. Stamford, CT299KShares$6.27 Million5.21% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL196KShares$4.11 Million0.01% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO196KShares$4.11 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO161KShares$3.37 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ80.8KShares$1.69 Million0.0% of portfolio
About ArrowMark Financial Corp.
- Ticker BANX
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- StoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed incom...