Back to C-PR

Finivi Inc. → C-PR

Finivi Inc. C-PR Position History

C-PR

Quarters held
10
Latest value
$3.1M
Q3 2026
Peak value
$3.3M
First seen
Q2 2024

Dollar value over time

Show data table
PeriodPosition value
Q2 2024$1.4M
Q3 2024$1.5M
Q4 2024$1.8M
Q1 2025$1.9M
Q2 2025$2.3M
Q3 2025$2.5M
Q4 2025$2.8M
Q1 2026$2.9M
Q2 2026$3.3M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M24.1K——
Q2 2026$3.3M23.6K——
Q1 2026$2.9M25.3K——
Q4 2025$2.8M23.8K——
Q3 2025$2.5M24.4K——
Q2 2025$2.3M27.4K——
Q1 2025$1.9M26.8K——
Q4 2024$1.8M25.4K——
Q3 2024$1.5M23.3K——
Q2 2024$1.4M22.7K——

Other funds holding C-PR

Other Finivi Inc. positions

VGES

VANGUARD BD INDEX FDS

$13.6M
NOC

JANUS DETROIT STR TR

$11.7M
STT-PG

SSGA ACTIVE ETF TR

$10.5M
STT-PG

SSGA ACTIVE ETF TR

$10.3M
QQQ

INVESCO QQQ TR

$10.3M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
QQQ

INVESCO QQQ TR

$10.1M