Financial Perspectives, Inc FIDELITY COVINGTON TRUST Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Number of Shares
11,854
Previous 11,327 4.65%
Holding current value
$383 Million
Previous $364 Million 5.22%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
527 Added 4.65%
11,854 $383 Million
Q3 2024

Oct 17, 2024
BUY
N/A
324 Added 2.94%
11,327 $364 Million
Q2 2024

Aug 09, 2024
BUY
N/A
289 Added 2.7%
11,003 $320 Million
Q1 2024

Apr 19, 2024
BUY
N/A
14 Added 0.13%
10,714 $322 Million
Q4 2023

Feb 01, 2024
BUY
N/A
10,700 New
10,700 $301 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