Falcon Wealth Planning

Q2 2024 13F Holdings

Location
Ontario, CA
Holdings as of
6/30/2024
Value ($000)
$769,926
Num holdings
135
Date filed
7/16/2024
Form type
13F-HR
Prev filing
4/15/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type