Financial Perspectives, Inc Purchases in Q3 2024

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.19%
$113.41 - $125.62 $227 - $251
1.05K $132M
ASB
Associated Banc Corp

Financial Services
116
+ 1.0%
$20.07 - $23.95 $2.33K - $2.78K
11.7K $253M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.36%
$127.29 - $141.5 $255 - $283
552 $77M
VTWO
Vanguard Russell 2000 ETF

ETFs
6
+ 0.78%
$81.17 - $90.77 $487 - $545
775 $69.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3
+ 0.22%
$67.43 - $74.23 $202 - $223
1.38K $101M
FRI
First Tr S&P Reit Index Fd

ETFs
2
+ 0.14%
$25.47 - $29.98 $50.9 - $60
1.41K $41.9M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.15%
$160.76 - $177.82 $161 - $178
677 $117M
VXF
Vanguard Extended Market ETF

ETFs
29
+ 207.14%
$163.98 - $182.92 $4.76K - $5.3K
43 $7.83M
DTM
Dt Midstream, Inc.

Energy
3
+ 0.48%
$69.34 - $79.28 $208 - $238
626 $49.2M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.3%
$150.05 - $171.34 $150 - $171
331 $55.2M
Six Flags Entertainment Corp
100
New
N/A
100 $4.03M
Grayscale Ethereum Mini Tr E
1.58K
New
N/A
1.58K $3.86M
EXC
Exelon Corp

Utilities
5
+ 0.95%
$34.24 - $40.55 $171 - $203
529 $21.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
38
+ 0.99%
$50.32 - $50.75 $1.91K - $1.93K
3.89K $197M
Grayscale Bitcoin Mini Tr Bt
485
New
N/A
485 $2.73M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
New
$210.25 - $231.86 $2.52K - $2.78K
12 $2.68M
RIO
Rio Tinto PLC

Basic Materials
4
+ 0.94%
$59.71 - $71.21 $239 - $285
431 $30.7M
ORI
Old Republic International Corp

Financial Services
4
+ 0.77%
$29.89 - $35.9 $120 - $144
522 $18.5M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2
+ 0.42%
$48.71 - $54.57 $97.4 - $109
482 $26.1M
CSX
Csx Corp

Industrials
5
+ 0.24%
$32.48 - $35.45 $162 - $177
2.05K $70.9M
PEAK
Healthpeak Properties, Inc.

Real Estate
9
+ 1.37%
N/A
668 $15.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10
+ 5.56%
$96.25 - $101.98 $963 - $1.02K
190 $19.2M
HLN
Haleon PLC

Healthcare
2
+ 0.32%
$8.32 - $10.7 $16.6 - $21.4
628 $6.64M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.5%
$38.04 - $45.36 $38 - $45.4
200 $8.95M
Gsk PLC
2
+ 0.39%
N/A
512 $20.9M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.68%
$72.8 - $85.04 $72.8 - $85
148 $12.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
16
New
$71.86 - $78.56 $1.15K - $1.26K
16 $1.26M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.7%
$108.44 - $120.37 $108 - $120
143 $17.2M
Brookfield Wealth Sol LTD
22
New
N/A
22 $1.17M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.37%
$71.38 - $79.23 $71.4 - $79.2
270 $21.4M
Fidelity Covington Trust
1
+ 0.25%
N/A
408 $13.1M
LIT
Global X Fds Global X Lithium

ETFs
1
+ 0.52%
$35.01 - $43.59 $35 - $43.6
195 $8.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.42%
$59.93 - $66.52 $59.9 - $66.5
237 $15.8M
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.85%
$92.1 - $110.76 $92.1 - $111
119 $13M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3
+ 0.88%
$46.29 - $48.52 $139 - $146
344 $16.6M
NGG
National Grid PLC

Utilities
3
+ 10.34%
$57.14 - $70.48 $171 - $211
32 $2.26M
CVY
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.99%
$24.57 - $26.46 $98.3 - $106
410 $10.7M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1
+ 0.4%
$31.67 - $39.16 $31.7 - $39.2
254 $9.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7
+ 0.88%
$50.61 - $50.96 $354 - $357
798 $40.6M
HPQ
Hp Inc

Technology
1
+ 0.24%
$32.02 - $38.11 $32 - $38.1
410 $14.7M
VOD
Vodafone Group Public LTD CO

Communication Services
7
+ 3.95%
$8.8 - $10.35 $61.6 - $72.5
184 $1.85M
Strata Skin Sciences Inc
101
New
N/A
101 $278K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
10
New
$9.29 - $13.1 $92.9 - $131
10 $112K
Biovie Inc
59
New
N/A
59 $71K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1
+ 50.0%
$8.26 - $12.16 $8.26 - $12.2
3 $23K
PBW
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.35%
$17.77 - $23.99 $35.5 - $48
581 $11.6M
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.93%
$16.1 - $21.44 $16.1 - $21.4
109 $2.23M
LLY
Eli Lilly & CO

Healthcare
7
+ 1.97%
$772.14 - $960.02 $5.4K - $6.72K
363 $322M
OSK
Oshkosh Corp

Industrials
1
+ 0.88%
$97.2 - $116.02 $97.2 - $116
115 $11.5M
Activity Summary
Buys All Purchases 161 New Holdings 15 Increased Positions 146 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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