Prentice Wealth Management LLC Financial Institutions Inc Transaction History
Prentice Wealth Management LLC
- $338 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FISI
# of Institutions
146Shares Held
15.9MCall Options Held
700Put Options Held
200-
Black Rock Inc. New York, NY1.4MShares$40 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX972KShares$27.8 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA925KShares$26.5 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA670KShares$19.2 Million0.0% of portfolio
-
Ategra Capital Management, LLC Vienna, VA572KShares$16.4 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 $439M
- 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...