Financial Perspectives, Inc FIDELITY WISE ORIGIN BITCOIN Transaction History

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Number of Shares
2,848
Previous 2,848 -0.0%
Holding current value
$268 Million
Previous $205 Million 30.6%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
N/A
196 Added 7.39%
2,848 $205 Million
Q4 2024

Jan 31, 2025
BUY
N/A
165 Added 6.63%
2,652 $216 Million
Q2 2024

Aug 09, 2024
BUY
N/A
2,487 New
2,487 $130 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