Falcon Wealth Planning WISDOMTREE TR Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025
Number of Shares
5,243
Previous 5,484 4.39%
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
Q3 2025

Oct 10, 2025
SELL
N/A
-241 Reduced 4.39%
5,243 $0
Q2 2025

Jul 16, 2025
BUY
N/A
88 Added 1.63%
5,484 $0
Q1 2025

Apr 24, 2025
BUY
N/A
5,396 New
5,396 $0
Q3 2024

Oct 30, 2024
BUY
N/A
55 Added 1.1%
5,040 $0
Q2 2024

Jul 16, 2024
BUY
N/A
4,985 New
4,985 $0
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