Financial Planning & Information Services, Inc. Closed Holding Positions

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
DUK Duke Energy Corp Utilities	Q2 2022 Filed on Jul 19, 2022	1,832	$97.82 - $115.43 $179K - $211K
WFC Wells Fargo & Company Financial Services	Q2 2022 Filed on Jul 19, 2022	4,590	$37.43 - $49.33 $172K - $226K
ABT Abbott Laboratories Healthcare	Q2 2022 Filed on Jul 19, 2022	1,804	$102.07 - $123.37 $184K - $223K
INTC Intel Corp Technology	Q2 2022 Filed on Jul 19, 2022	4,801	$36.97 - $49.2 $177K - $236K
TIP Ishares Tr Tips Bd ETF ETFs	Q2 2022 Filed on Jul 19, 2022	1,729	$113.44 - $123.09 $196K - $213K
PFE Pfizer Inc Healthcare	Q1 2022 Filed on Apr 19, 2022	4,354	$45.75 - $56.69 $199K - $247K
SPYD Spdr Portfolio S&P 500 High Di ETFs	Q2 2021 Filed on Jul 29, 2021	5,676	$38.86 - $42.51 $221K - $241K
VZ Verizon Communications Inc Communication Services	Q2 2021 Filed on Jul 29, 2021	3,443	$55.82 - $59.52 $192K - $205K
Integrys Energy Group Inc	Q2 2015 Filed on May 24, 2021	57,365	N/A
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	Q3 2015 Filed on May 24, 2021	5,137	N/A
Powershares Qqq Trust	Q2 2018 Filed on May 24, 2021	20,009	N/A
BMO Bank Of Montreal Financial Services	Q4 2018 Filed on May 24, 2021	2,806	$63.51 - $83.41 $178K - $234K
Bank Mutual Corp New	Q1 2018 Filed on May 24, 2021	129,992	N/A
LOAN Manhattan Bridge Capital, Inc Real Estate	Q1 2021 Filed on Apr 20, 2021	36,621	$5.02 - $6.1 $184K - $223K
T At&T Inc. Communication Services	Q4 2020 Filed on Feb 08, 2021	13,136	$20.02 - $23.76 $263K - $312K

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