A detailed history of Drive Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Drive Wealth Management, LLC holds 465 shares of FDS stock, worth $227,617. This represents 0.06% of its overall portfolio holdings.

Number of Shares
465
Previous 465 -0.0%
Holding current value
$227,617
Previous $213,000 -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$397.04 - $469.48 $184,623 - $218,308
465 New
465 $213,000
Q1 2024

Apr 22, 2024

SELL
$443.86 - $487.9 $7,989 - $8,782
-18 Reduced 3.7%
469 $213,000
Q4 2023

Jan 22, 2024

BUY
$420.42 - $477.05 $10,090 - $11,449
24 Added 5.18%
487 $232,000
Q3 2023

Oct 10, 2023

BUY
$387.57 - $441.86 $179,444 - $204,581
463 New
463 $202,000

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $18.6B
  • Description
  • FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...
More about FDS
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC 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 Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.