Financial Planning & Information Services, Inc. quarter change: USA Stocks, Reduced
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).
- AAPL: Country of operation United States; Class COM; Shares 2024-06-30 11,383; Shares 2024-09-30 11,380.
- TSLA: Country of operation United States; Class COM; Shares 2024-06-30 2,024; Shares 2024-09-30 2,014.
- WMT: Country of operation United States; Class COM; Shares 2024-06-30 9,798; Shares 2024-09-30 9,627.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2024-06-30 3,414; Shares 2024-09-30 3,064.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||