Financial Perspectives, Inc CAPITAL GROUP CORE BALANCED Transaction History

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Number of Shares
5,821
Previous 1,786 225.92%
Holding current value
$195 Million
Previous $55.3 Million 251.83%
% of portfolio
0.06%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
4,035 Added 225.92%
5,821 $195 Million
Q1 2025

Apr 18, 2025
BUY
N/A
1,786 New
1,786 $55.3 Million
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email