Falcon Wealth Planning FIDELITY WISE ORIGIN BITCOIN Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025
Number of Shares
9,832
Previous 9,493 3.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
339 Added 3.57%
9,832 $0
Q1 2025

Apr 24, 2025
BUY
N/A
1,935 Added 25.6%
9,493 $0
Q4 2024

Jan 22, 2025
BUY
N/A
1,793 Added 31.1%
7,558 $0
Q3 2024

Oct 30, 2024
BUY
N/A
1,330 Added 29.99%
5,765 $0
Q2 2024

Jul 16, 2024
BUY
N/A
4,435 New
4,435 $0
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