Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Financial Perspectives Inc
  City: MINNEAPOLIS
  State: MN
  Zip: 55447
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $263,827,000
  Total Value Change : $17,423,000
  Securities Held Change : -37
   
All Securities Held : 669
  New Positions : 15
  Closed Positions : 52
  Increased Positions : 131
  Unchanged Positions : 406
  Decreased Positions : 117

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 146 New $0.00 $183,000 2,898 0.07% 183,000 2,898 0.001    N/A
   (FLUT)1 Year Chart         FLUT Flutter Entertainment plc New $204.64 $102,000 517 0.04% 102,000 517 0    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 486 New $31.38 $7,000 232 0% 7,000 232 0    Closed - End Fund - E...
   (ACMR)1 Year Chart         ACMR Acm Research Inc 482 New $25.29 $7,000 255 0% 7,000 255 0    N/A
   (PMX)1 Year Chart         PMX Pimco Municipal Income Fund... 483 New $7.53 $7,000 990 0% 7,000 990 0    Closed - End Fund - F...
   (CROX)1 Year Chart         CROX Crocs Inc 488 New $139.70 $6,000 43 0% 6,000 43 0    Textile - Apparel Foo...
   (RUM)1 Year Chart         RUM Rumble Inc 492 New $6.89 $6,000 772 0% 6,000 772 0    N/A
   (NXT)1 Year Chart         NXT Nextracker Inc. 511 New $43.20 $5,000 84 0% 5,000 84 0    N/A
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 528 New $42.66 $4,000 90 0% 4,000 90 0    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 527 New $35.58 $4,000 90 0% 4,000 90 0.001    N/A
   (MJ)1 Year Chart         MJ Amplify Alternative Harvest... New $4.18 $3,000 620 0% 3,000 620 0.001    N/A
   (CELU)1 Year Chart         CELU Celularity Ord Shs Class A New $3.05 $1,000 171 0% 1,000 171 0    N/A
   (IRS)1 Year Chart         IRS IRSA Inversiones Representa... 637 New $5.76 $0 4 0% 0 4 0    Real Estate Development

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results