Ever Source Wealth Advisors, LLC Financial Institutions Inc Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 223 shares of FISI stock, worth $5,612. This represents 0.0% of its overall portfolio holdings.
Number of Shares
223
Previous 201
10.95%
Holding current value
$5,612
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FISI
# of Institutions
139Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.4MShares$35.2 Million0.0% of portfolio
-
Pl Capital Advisors, LLC Naples, FL1.26MShares$31.7 Million11.82% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.06MShares$26.7 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.03MShares$26 Million0.0% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA775KShares$19.5 Million0.04% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $386M
- 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...