Falcon Wealth Planning First Tr Exch Trd Fd Viii Ft C Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Falcon Wealth Planning holds 20,379 shares of DJUL stock, worth $951,087. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,379Holding current value
$951,087% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DJUL
# of Institutions
114Shares Held
4.87MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph694KShares$32.4 Million9.52% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI273KShares$12.8 Million2.6% of portfolio
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Raymond James & Associates St Petersburg, FL259KShares$12.1 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL248KShares$11.6 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ244KShares$11.4 Million0.02% of portfolio