Financial Perspectives, Inc CAPITAL GRP FIXED INCM ETF T Transaction History

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Number of Shares
6,004
Previous 5,100 17.73%
Holding current value
$158 Million
Previous $134 Million 17.81%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 29, 2025
BUY
N/A
904 Added 17.73%
6,004 $158 Million
Q1 2025

Apr 18, 2025
BUY
N/A
22 Added 0.43%
5,100 $134 Million
Q4 2024

Jan 31, 2025
BUY
N/A
27 Added 0.53%
5,078 $131 Million
Q3 2024

Oct 17, 2024
BUY
N/A
2,813 Added 125.69%
5,051 $136 Million
Q2 2024

Aug 09, 2024
BUY
N/A
27 Added 1.22%
2,238 $57.8 Million
Q1 2024

Apr 19, 2024
BUY
N/A
2,211 New
2,211 $57.5 Million
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