Financial Planning & Information Services, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Financial Planning & Information Services, Inc. opened 3 positions, added to 10, reduced 10, sold out of 0 and left 7 unchanged. The largest increase in value was WEC (+$1,517,161); the largest decrease was GOOGL (-$113,696).
- WEC: Country of operation United States; Class COM; Shares 2024-06-30 80,087; Shares 2024-09-30 81,106.
- PG: Country of operation United States; Class COM; Shares 2024-06-30 26,546; Shares 2024-09-30 30,004.
- NEE: Country of operation United States; Class COM; Shares 2024-06-30 10,458; Shares 2024-09-30 11,397.
- JPM: Country of operation United States; Class COM; Shares 2024-06-30 1,636; Shares 2024-09-30 2,549.
Two Form 13F-HR filings compared (SEC CIK 1841433): 2024-06-30 (filed 2024-08-13) and 2024-09-30 (filed 2024-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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