Falcon Wealth Planning WISDOMTREE TR Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025
Number of Shares
5,484
Previous 5,396 1.63%
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
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
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email