Falcon Wealth Planning First Tr Exch Trd Fd Viii Ft C Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Falcon Wealth Planning holds 20,379 shares of DJUL stock, worth $953,940. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,379Holding current value
$953,940% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DJUL
# of Institutions
126Shares Held
4.85MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph686KShares$32.1 Million9.16% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ267KShares$12.5 Million0.02% of portfolio
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Raymond James & Associates St Petersburg, FL259KShares$12.1 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL246KShares$11.5 Million0.0% of portfolio
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Envestnet Asset Management Inc176KShares$8.24 Million0.0% of portfolio