A detailed history of Ever Source Wealth Advisors, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 298 shares of FDS stock, worth $145,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares
298
Previous 291 2.41%
Holding current value
$145,665
Previous $118,000 15.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$397.04 - $469.48 $2,779 - $3,286
7 Added 2.41%
298 $136,000
Q2 2024

Aug 13, 2024

BUY
$394.89 - $452.48 $21,324 - $24,433
54 Added 22.78%
291 $118,000
Q1 2024

Jun 11, 2024

BUY
$443.86 - $487.9 $2,663 - $2,927
6 Added 2.6%
237 $107,000
Q4 2023

Feb 09, 2024

SELL
$420.42 - $477.05 $13,033 - $14,788
-31 Reduced 11.83%
231 $110,000
Q2 2023

Aug 04, 2023

BUY
$384.58 - $423.34 $100,375 - $110,491
261 Added 26100.0%
262 $104,000
Q1 2023

May 11, 2023

BUY
$392.59 - $435.27 $392 - $435
1 New
1 $0
Q4 2022

Feb 09, 2023

SELL
$394.56 - $472.05 $3,945 - $4,720
-10 Closed
0 $0
Q3 2022

Nov 07, 2022

BUY
$388.42 - $457.08 $3,884 - $4,570
10 New
10 $4,000

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
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