Falcon Wealth Planning Vanguard Mid Cap ETF Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,196 shares of VO stock, worth $531,739. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,196
Previous 2,166
1.39%
Holding current value
$531,739
Previous $503,000
8.95%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
1,964Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio