Falcon Wealth Planning’s ArrowMark Financial BANX Stock Holding History

Falcon Wealth Planning’s Portfolio BANX Stock Details BANX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$413K	Hold
2025 Q2	$395K	Hold
2025 Q1	$397K	Hold
2024 Q4	$396K	Buy
2024 Q3	$339K	Buy
2024 Q2	$264K	Buy