Falcon Wealth Planning Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Spdr Ser Tr Spdr Ice Pfd Sec E stock. As of the latest transaction made, Falcon Wealth Planning holds 15,087 shares of PSK stock, worth $503,302. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,087
Previous 8,058 87.23%
Holding current value
$503,302
Previous $273,000 97.07%
% of portfolio
0.07%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$33.58 - $35.96 $236,033 - $252,762
7,029 Added 87.23%
15,087 $538,000
Q2 2024

Jul 16, 2024
SELL
$32.98 - $34.74 $446,681 - $470,518
-13,544 Reduced 62.7%
8,058 $273,000
Q1 2024

Apr 15, 2024
SELL
$33.52 - $35.27 $18,033 - $18,975
-538 Reduced 2.43%
21,602 $753,000
Q4 2023

Jan 10, 2024
BUY
$30.17 - $33.89 $109,879 - $123,427
3,642 Added 19.69%
22,140 $742,000
Q3 2023

Oct 05, 2023
BUY
$32.3 - $33.77 $244,349 - $255,470
7,565 Added 69.19%
18,498 $600,000
Q2 2023

Jul 13, 2023
BUY
$31.88 - $34.63 $14,728 - $15,999
462 Added 4.41%
10,933 $365,000
Q1 2023

May 15, 2023
BUY
$32.33 - $37.04 $3,039 - $3,481
94 Added 0.91%
10,471 $355,000
Q4 2022

Jan 20, 2023
SELL
$32.04 - $35.12 $49,629 - $54,400
-1,549 Reduced 12.99%
10,377 $0
Q3 2022

Nov 10, 2022
SELL
$34.21 - $38.59 $206,286 - $232,697
-6,030 Reduced 33.58%
11,926 $416,000
Q2 2022

Jul 20, 2022
BUY
$34.49 - $38.69 $619,302 - $694,717
17,956 New
17,956 $644,000

Others Institutions Holding PSK

# of Institutions
175
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR ICE PFD SEC E

PSK Quotes by TradingView
  • Ticker PSK
  • Sector ETFs
  • Industry ETFs
More about PSK
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