Wealth Enhancement Advisory Services, LLC Financial Institutions Inc Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Financial Institutions Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 25,345 shares of FISI stock, worth $732,217. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25,345
Previous 14,732
72.04%
Holding current value
$732,217
Previous $375,000
84.27%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FISI
# of Institutions
146Shares Held
15.7MCall Options Held
1KPut Options Held
300-
Black Rock Inc. New York, NY1.4MShares$40.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX972KShares$28.1 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA925KShares$26.7 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA670KShares$19.4 Million0.0% of portfolio
-
Ategra Capital Management, LLC Vienna, VA572KShares$16.5 Million10.33% of portfolio
About FINANCIAL INSTITUTIONS INC
- Ticker FISI
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,334,100
- Market Cap $443M
- 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...