Falcon Wealth Planning Spdr S&P Emerging Markets Smal Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Falcon Wealth Planning holds 3,612 shares of EWX stock, worth $211,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,612
Previous 3,612 -0.0%
Holding current value
$211,410
Previous $225,000 6.22%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$54.3 - $62.38 $9,013 - $10,355
-166 Reduced 4.39%
3,612 $225,000
Q2 2024

Jul 16, 2024
SELL
$54.71 - $59.06 $13,622 - $14,705
-249 Reduced 6.18%
3,778 $218,000
Q1 2024

Apr 15, 2024
SELL
$53.3 - $56.66 $11,299 - $12,011
-212 Reduced 5.0%
4,027 $224,000
Q2 2023

Jul 13, 2023
SELL
$49.86 - $54.02 $7,678 - $8,319
-154 Reduced 3.51%
4,239 $222,000
Q1 2023

May 15, 2023
SELL
$49.12 - $52.56 $17,781 - $19,026
-362 Reduced 7.61%
4,393 $222,000
Q4 2022

Jan 20, 2023
SELL
$44.86 - $51.01 $12,426 - $14,129
-277 Reduced 5.5%
4,755 $0
Q3 2022

Nov 10, 2022
SELL
$45.33 - $51.0 $98,320 - $110,619
-2,169 Reduced 30.12%
5,032 $229,000
Q2 2022

Jul 20, 2022
BUY
$48.46 - $58.2 $79,232 - $95,157
1,635 Added 29.37%
7,201 $350,000
Q1 2022

May 05, 2022
SELL
$53.14 - $59.56 $43,309 - $48,541
-815 Reduced 12.77%
5,566 $315,000
Q4 2021

Jan 24, 2022
BUY
$56.92 - $61.04 $341 - $366
6 Added 0.09%
6,381 $378,000
Q3 2021

Oct 19, 2021
SELL
$57.29 - $61.58 $13,635 - $14,656
-238 Reduced 3.6%
6,375 $374,000
Q2 2021

Aug 10, 2021
SELL
$55.66 - $61.48 $1,836 - $2,028
-33 Reduced 0.5%
6,613 $406,000
Q1 2021

Apr 20, 2021
SELL
$51.27 - $55.89 $8,562 - $9,333
-167 Reduced 2.45%
6,646 $368,000
Q4 2020

Feb 01, 2021
BUY
$43.95 - $52.1 $299,431 - $354,957
6,813 New
6,813 $352,000

Others Institutions Holding EWX

# of Institutions
181
Shares Held
8.6M
Call Options Held
0
Put Options Held
3.6K
View Full List

About SPDR S&P EMERGING MARKETS SMAL

EWX Quotes by TradingView
  • Ticker EWX
  • Sector ETFs
  • Industry ETFs
More about EWX
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