Creative Planning Financial Institutions Inc Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Financial Institutions Inc stock. As of the latest transaction made, Creative Planning holds 11,222 shares of FISI stock, worth $296,036. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,222
Previous 11,166
0.5%
Holding current value
$296,036
Previous $215,000
32.56%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FISI
# of Institutions
126Shares Held
12.5MCall Options Held
1KPut Options Held
300-
Pl Capital Advisors, LLC Naples, FL1.77MShares$46.7 Million16.77% of portfolio
-
Black Rock Inc. New York, NY1.4MShares$36.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX957KShares$25.2 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA819KShares$21.6 Million0.0% of portfolio
-
Ategra Capital Management, LLC Vienna, VA572KShares$15.1 Million10.35% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $405M
- Description
- Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and ind...