Falcon Wealth Planning FIRST TR EXCHNG TRADED FD VI Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025
Number of Shares
62,579
Previous 23,677 164.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
38,902 Added 164.3%
62,579 $0
Q2 2025

Jul 16, 2025
SELL
N/A
-362 Reduced 1.51%
23,677 $0
Q1 2025

Apr 24, 2025
BUY
N/A
24,039 New
24,039 $0
Q3 2024

Oct 30, 2024
BUY
N/A
22,523 New
22,523 $0
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