Falcon Wealth Planning Ishares Tr Tips Bd ETF Transaction History

Falcon Wealth Planning

$769 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$104.9 - $118.23 $310,084 - $349,487	2,956 New	2,956 $310,000

Others Institutions Holding TIP

# of Institutions

1,132

Shares Held

114M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.94 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.25 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$486 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.64M
Shares

$403 Million
0.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$370 Million
0.07% of portfolio

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