Falcon Wealth Planning PIMCO ETF TR Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025
Number of Shares
1,961,612
Previous 1,813,567 8.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
148,045 Added 8.16%
1,961,612 $0
Q2 2025

Jul 16, 2025
BUY
N/A
70,260 Added 4.03%
1,813,567 $0
Q1 2025

Apr 24, 2025
BUY
N/A
140,017 Added 8.73%
1,743,307 $0
Q4 2024

Jan 22, 2025
BUY
N/A
694,092 Added 76.34%
1,603,290 $0
Q3 2024

Oct 30, 2024
BUY
N/A
909,198 New
909,198 $0
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