Falcon Wealth Planning PIMCO ETF TR Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025
Number of Shares
1,813,567
Previous 1,743,307 4.03%
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
Q2 2025

Jul 16, 2025
BUY
N/A
70,260 Added 4.03%
1,813,567 $0
Q1 2025

Apr 24, 2025
BUY
N/A
140,017 Added 8.73%
1,743,307 $0
Q4 2024

Jan 22, 2025
BUY
N/A
694,092 Added 76.34%
1,603,290 $0
Q3 2024

Oct 30, 2024
BUY
N/A
909,198 New
909,198 $0
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