Financial Perspectives, Inc Purchases and Sells in Q1 2025

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025

Top Buys

Incresed Positions

143 operations
Stock Shares change Price Range Shares Held Trade History
7.93K
+ 7.9%
$67.08 - $76.14 $532K - $604K
108K $7.99B
489
+ 0.7%
$110.86 - $121.12 $54.2K - $59.2K
70.7K $8.56B
12.2K
+ 29.65%
$50.39 - $50.66 $613K - $616K
53.2K $2.69B
3.99K
+ 4.04%
$78.97 - $85.82 $315K - $343K
103K $8.54B
3
+ 0.02%
$169.2 - $216.66 $508 - $650
13.1K $2.75B
3.54K
+ 3.2%
$48.3 - $52.85 $171K - $187K
114K $5.89B
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
CAPITAL GROUP CORE BALANCED
1.79K
New
N/A
1.79K $55.3M
TIDAL TR II
2.45K
New
N/A
2.45K $48.2M
1.25K
New
N/A
1.25K $33.4M
CAPITAL GROUP INTERNATIONAL
1.12K
New
N/A
1.12K $32.7M
166
New
$110.79 - $139.39 $18.4K - $23.1K
166 $21.5M
266
New
$44.41 - $45.98 $11.8K - $12.2K
266 $12.1M
View all

Top Sells

Reduced Positions

89 operations
Stock Shares change Price Range Shares Held Trade History
-936
- 1.45%
$209.68 - $247.1 $196K - $231K
63.7K $14.2B
-427
- 1.27%
$375.39 - $447.2 $160K - $191K
33.1K $12.4B
-61
- 0.22%
$156.06 - $207.71 $9.52K - $12.7K
27.5K $4.32B
-795
- 0.85%
$92.45 - $106.69 $73.5K - $84.8K
92.7K $8.6B
-60
- 0.29%
$190.26 - $242.06 $11.4K - $14.5K
20.8K $3.97B
-910
- 2.07%
N/A
43K $8.34B
View all

Sold Out

5 operations
Stock Shares change Price Range Shares Held Trade History
-70
Closed
$0.62 - $1.81 $43.4 - $127
0 $45K
-34
Closed
$2.15 - $4.21 $73.1 - $143
0 $73K
-5
Closed
$24.76 - $36.77 $124 - $184
0 $124K
-2
Closed
$21.72 - $32.92 $43.4 - $65.8
0 $50K
-24
Closed
$30.59 - $42.03 $734 - $1.01K
0 $768K
Activity Summary
Buys All Purchases 152 New Holdings 9 Increased Positions 143 Sells All Sells 94 Reductions 89 Sold out 5 Options Calls 0 Puts 0
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