A detailed history of Lwm Advisory Services, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 4,000 shares of FDS stock, worth $1.93 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$1.93 Million
Previous $1.63 Million 12.55%
% of portfolio
1.4%
Previous 1.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023

SELL
$394.56 - $472.05 $6,312 - $7,552
-16 Reduced 0.4%
4,000 $1.6 Million
Q3 2022

Nov 16, 2022

BUY
$388.42 - $457.08 $3,107 - $3,656
8 Added 0.2%
4,016 $1.61 Million
Q2 2022

Aug 15, 2022

BUY
$348.71 - $444.57 $1.4 Million - $1.78 Million
4,008 New
4,008 $1.54 Million

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $18.4B
  • Description
  • FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...
More about FDS
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC 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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.