Phillips Wealth Planners LLC Factset Research Systems Inc Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 540 shares of FDS stock, worth $228,943. This represents 0.24% of its overall portfolio holdings.
Number of Shares
540
Previous 573
5.76%
Holding current value
$228,943
Previous $245 Million
8.5%
% of portfolio
0.24%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding FDS
# of Institutions
853Shares Held
36MCall Options Held
145KPut Options Held
84.5K-
Vanguard Group Inc Valley Forge, PA4.61MShares$1.96 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY3.43MShares$1.45 Billion0.03% of portfolio
-
Bamco Inc New York, NY2.65MShares$1.12 Billion3.16% of portfolio
-
State Street Corp Boston, MA1.89MShares$801 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.87MShares$793 Million0.06% of portfolio
About FACTSET RESEARCH SYSTEMS INC
- Ticker FDS
- Exchange NYSE
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 38,079,400
- Market Cap $16.1B
- 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...