Financial Perspectives, Inc's ownership history for XYZ

Financial Perspectives, Inc currently holds 2.3K shares with a market value of $166.2K. It started holding XYZ on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $195.5K on 2024-12-31. At its lowest, it held 2.3K shares on 2025-03-31, with a value of $125.0K on 2025-03-31. In the recent 180 days, Financial Perspectives, Inc has increased its shares by 38. In the recent year, Financial Perspectives, Inc has increased its shares by 0.