Falcon Wealth Planning Vanguard Mid Cap ETF Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,253 shares of VO stock, worth $598,847. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,253
Previous 2,388
5.65%
Holding current value
$598,847
Previous $578,000
2.77%
% of portfolio
0.07%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,035Shares Held
171MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.25 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio