Falcon Wealth Planning Vanguard Information Technolog Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Information Technolog stock. As of the latest transaction made, Falcon Wealth Planning holds 2,189 shares of VGT stock, worth $1.32 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,189
Previous 1,997
9.61%
Holding current value
$1.32 Million
Previous $1.15 Million
11.47%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VGT
# of Institutions
1,645Shares Held
49MCall Options Held
318KPut Options Held
194K-
Bank Of America Corp Charlotte, NC15.9MShares$9.56 Billion0.82% of portfolio
-
Jpmorgan Chase & CO New York, NY4.99MShares$3.01 Billion0.25% of portfolio
-
Morgan Stanley New York, NY1.98MShares$1.2 Billion0.09% of portfolio
-
Ubs Group Ag1.8MShares$1.08 Billion0.26% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.51MShares$908 Million0.04% of portfolio