Financial Planning & Information Services, Inc. New Holdings in Q3 2024

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
12.8K
New
$26.06 - $29.18 $333K - $372K
12.8K $370K
PKG
Packaging Corp Of America

Consumer Cyclical
1.71K
New
$176.32 - $215.7 $302K - $369K
1.71K $368K
VV
Vanguard Large Cap ETF

ETFs
1.1K
New
$236.92 - $263.4 $261K - $290K
1.1K $289K
JEF
Jefferies Financial Group Inc.

Financial Services
3.7K
New
$49.97 - $62.49 $185K - $231K
3.7K $227K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.98K
New
$71.45 - $75.64 $213K - $226K
2.98K $224K
FAST
Fastenal CO

Industrials
2.93K
New
$62.09 - $71.83 $182K - $210K
2.93K $208K
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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