Phillips Wealth Planners LLC Factset Research Systems Inc Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 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 553 shares of FDS stock, worth $271,550. This represents 0.25% of its overall portfolio holdings.
Number of Shares
553
Previous 540
2.41%
Holding current value
$271,550
Previous $224 Million
16.19%
% of portfolio
0.25%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding FDS
# of Institutions
880Shares Held
36MCall Options Held
175KPut Options Held
63.7K-
Vanguard Group Inc Valley Forge, PA4.66MShares$2.29 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY3.43MShares$1.68 Billion0.03% of portfolio
-
Bamco Inc New York, NY2.48MShares$1.22 Billion3.1% of portfolio
-
State Street Corp Boston, MA1.93MShares$949 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.83MShares$897 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 $18.7B
- 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...