Falcon Wealth Planning Wisdomtree Tr Intl Largecap Di Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DOL
# of Institutions
103Shares Held
8.09MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$146 Million0.13% of portfolio
-
Huntington National Bank Columbus, OH783KShares$42 Million0.28% of portfolio
-
Morgan Stanley New York, NY628KShares$33.7 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$19.4 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY357KShares$19.1 Million0.0% of portfolio