Falcon Wealth Planning's ownership history for QUAL

Falcon Wealth Planning currently holds 1.3K shares with a market value of $260.0K. It started holding QUAL on 2024-09-30. At its peak, it held 1.5K shares on 2024-09-30. Its highest holding value was $261.2K on 2024-09-30. At its lowest, it held 1.3K shares on 2024-12-31, with a value of $223.7K on 2025-03-31. In the recent 180 days, Falcon Wealth Planning has increased its shares by 28. In the recent year, Falcon Wealth Planning has decreased its shares by 120.