A detailed history of Wr Wealth Planners, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 37 shares of FDS stock, worth $18,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 29 27.59%
Holding current value
$18,189
Previous $11,000 54.55%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$397.04 - $469.48 $3,176 - $3,755
8 Added 27.59%
37 $17,000
Q2 2024

Jul 31, 2024

BUY
$394.89 - $452.48 $1,184 - $1,357
3 Added 11.54%
29 $11,000
Q1 2024

Jul 31, 2024

BUY
$443.86 - $487.9 $11,540 - $12,685
26 New
26 $11,000
Q2 2023

Aug 01, 2024

SELL
$384.58 - $423.34 $1,153 - $1,270
-3 Reduced 10.34%
26 $10.4 Million

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 $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...
More about FDS
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