Financial Insights, Inc. Purchases in Q4 2024

Financial Insights, Inc.

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
44.4K
New
$40.26 - $42.88 $1.79M - $1.91M
44.4K $1.8M
VOTE
Engine No 1 ETF Tr

ETFs
8.34K
+ 7.78%
$66.37 - $71.58 $554K - $597K
116K $7.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
536
+ 2.84%
$481.22 - $538.17 $258K - $288K
19.4K $9.93M
NUSC
Nuveen Esg Small Cap ETF

ETFs
10.9K
New
$41.74 - $46.2 $456K - $505K
10.9K $458K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
603K
+ 214.03%
$26.93 - $84.95 $16.2M - $51.2M
885K $24.2M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
7.37K
New
$37.27 - $41.46 $275K - $306K
7.37K $274K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.21K
New
$55.73 - $66.16 $235K - $279K
4.21K $253K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
7.05K
+ 92.25%
$36.21 - $38.2 $255K - $269K
14.7K $534K
NUDM
Nuveen Esg International Devel

ETFs
8.55K
+ 104.26%
$30.06 - $33.38 $257K - $285K
16.7K $503K
XLK
Technology Sector Spdr

ETFs
500
+ 3.08%
$220.26 - $241.44 $110K - $121K
16.7K $3.89M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.46K
+ 2.54%
$40.97 - $42.66 $306K - $318K
302K $12.5M
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
3.85K
+ 55.42%
$29.3 - $30.73 $113K - $118K
10.8K $317K
VBK
Vanguard Small Cap Growth ETF

ETFs
30
+ 1.79%
$264.18 - $304.19 $7.93K - $9.13K
1.71K $477K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
650
+ 6.39%
$47.77 - $51.75 $31.1K - $33.6K
10.8K $522K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
950
+ 6.38%
$43.02 - $47.32 $40.9K - $45K
15.8K $684K
Amplify ETF Tr
1.06K
+ 2.47%
N/A
44K $0
CASH
Meta Financial Group Inc

Financial Services
0
New
$64.22 - $84.86 $0 - $0
0 $0
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
78
+ 1.05%
$164.89 - $177.66 $12.9K - $13.9K
7.52K $1.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
129
+ 0.89%
$51.09 - $55.27 $6.59K - $7.13K
14.6K $747K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.16K
+ 4.45%
$32.75 - $35.81 $38K - $41.5K
27.2K $898K
XLV
Select Sector Spdr Fund Health

ETFs
196
+ 3.97%
$136.28 - $154.74 $26.7K - $30.3K
5.13K $705K
PFF
Ishares Trust Ishares Pfd And

ETFs
650
+ 1.44%
$31.23 - $33.51 $20.3K - $21.8K
45.8K $1.44M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.0%
$57.29 - $63.1 $57.3 - $63.1
24.4K $1.4M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, 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 Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email