Modern Wealth Management, LLC Financial Institutions Inc Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 195,679 shares of FISI stock, worth $4.93 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
195,679
Previous 181,779
7.65%
Holding current value
$4.93 Million
Previous $3.43 Billion
10.21%
% of portfolio
0.28%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding FISI
# of Institutions
111Shares Held
10.1MCall Options Held
2.7KPut Options Held
300-
Black Rock Inc. New York, NY1.4MShares$35.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX968KShares$24.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA805KShares$20.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC453KShares$11.4 Million0.01% of portfolio
-
Pl Capital Advisors, LLC Naples, FL349KShares$8.78 Million3.04% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $386M
- Description
- Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and ind...