Falcon Wealth Planning's ownership history for DFAT

Falcon Wealth Planning currently holds 14.5K shares with a market value of $845.0K. It started holding DFAT on 2024-09-30. At its peak, it held 15.3K shares on 2025-03-31. Its highest holding value was $853.5K on 2024-12-31. At its lowest, it held 14.5K shares on 2025-06-30, with a value of $783.3K on 2025-06-30. In the recent 180 days, Falcon Wealth Planning has decreased its shares by 821. In the recent year, Falcon Wealth Planning has decreased its shares by 817.