Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2015

May 24, 2021

SELL
N/A
-57,365 Closed
0 $0
Q1 2015

May 24, 2021

BUY
N/A
8,178 Added 16.63%
57,365 $4.13 Million
Q4 2014

May 24, 2021

SELL
N/A
-3,694 Reduced 6.99%
49,187 $3.43 Million
Q3 2014

May 24, 2021

BUY
N/A
1,416 Added 2.75%
52,881 $3.43 Million
Q2 2014

May 24, 2021

SELL
N/A
-445 Reduced 0.86%
51,465 $3.66 Million
Q1 2014

May 24, 2021

BUY
N/A
1,565 Added 3.11%
51,910 $3.1 Million
Q4 2013

May 24, 2021

BUY
N/A
50,345
50,345 $2.74 Million
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. 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 Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.