Modern Wealth Management, LLC Financial Institutions Inc Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 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 181,779 shares of FISI stock, worth $3.51 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
181,779Holding current value
$3.51 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding FISI
# of Institutions
107Shares Held
9.97MCall Options Held
2.3KPut Options Held
1.2K-
Black Rock Inc. New York, NY1.31MShares$25.3 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.02MShares$19.8 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA785KShares$15.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC454KShares$8.77 Million0.01% of portfolio
-
Lsv Asset Management Chicago, IL345KShares$6.66 Million0.01% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $296M
- 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...