Financial Planning & Information Services, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $725 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $60.2M, Spdr Portfolio with a value of $53.9M, Hartford Fds Total Return Bd E with a value of $51M, Spdr S&P 600 Small Cap Value E with a value of $50.6M, and Wisdomtree Tr U.S. Midcap Divi with a value of $44.4M.
Examining the 13F form we can see an increase of $70.9M in the current position value, from $655M to 725M.
Below you can find more details about Financial Planning & Information Services, Inc. portfolio as well as his latest detailed transactions.
