A detailed history of Goal Vest Advisory LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 3,000 shares of FDS stock, worth $821,730. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,000
Previous 9 33233.33%
Holding current value
$821,730
Previous $2,000 40950.0%
% of portfolio
0.17%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

BUY
$253.62 - $294.11 $758,577 - $879,683
2,991 Added 33233.33%
3,000 $821,000
Q2 2025

Aug 01, 2025

SELL
$398.85 - $473.32 $7,179 - $8,519
-18 Reduced 66.67%
9 $4,000
Q1 2025

Apr 07, 2025

SELL
$427.5 - $476.51 $7,267 - $8,100
-17 Reduced 38.64%
27 $12,000
Q2 2023

Jul 17, 2023

BUY
$384.58 - $423.34 $16,921 - $18,626
44 New
44 $17,000

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $10.4B
  • 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...
More about FDS
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