Financial Planning & Information Services
Latest statistics and disclosures from Financial Planning & Information Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SLYV, DON, SPYG, JCPB, HTRB, and represent 33.84% of Financial Planning & Information Services's stock portfolio.
- Added to shares of these 10 stocks: JCPB (+$12M), COWZ (+$10M), SCHG (+$9.2M), HTRB (+$6.8M), SCHD (+$6.8M), SPYG (+$5.8M), JPST (+$5.6M), DFAI (+$5.1M), CALF, DFAE.
- Started 6 new stock positions in VDC, DIS, HD, KO, FAST, WWD.
- Reduced shares in these 10 stocks: DON (-$5.2M), FMB (-$5.2M), DGS, BSV, VOE, IWS, SHW, VAW, VCSH, SPY.
- Sold out of its positions in D, PM, SHW, BND.
- Financial Planning & Information Services was a net buyer of stock by $57M.
- Financial Planning & Information Services has $666M in assets under management (AUM), dropping by 23.87%.
- Central Index Key (CIK): 0001841433
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Financial Planning & Information Services holds 86 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Financial Planning & Information Services
SEC 13F filings are viewable for Financial Planning & Information Services going back to 2020
- Financial Planning & Information Services 2024 Q1 filed May 14, 2024
- Financial Planning & Information Services 2023 Q3 filed Nov. 14, 2023
- Financial Planning & Information Services 2023 Q2 filed Aug. 11, 2023
- Financial Planning & Information Services 2023 Q1 filed May 2, 2023
- Financial Planning & Information Services 2022 Q4 filed Feb. 13, 2023
- Financial Planning & Information Services 2022 Q3 filed Oct. 25, 2022
- Financial Planning & Information Services 2022 Q2 filed July 19, 2022
- Financial Planning & Information Services 2022 Q1 filed April 19, 2022
- Financial Planning & Information Services 2021 Q4 filed Feb. 2, 2022
- Financial Planning & Information Services 2021 Q3 filed Oct. 13, 2021
- Financial Planning & Information Services 2021 Q2 filed July 29, 2021
- Financial Planning & Information Services 2019 Q3 filed May 24, 2021
- Financial Planning & Information Services 2014 Q2 filed May 24, 2021
- Financial Planning & Information Services 2016 Q1 filed May 24, 2021
- Financial Planning & Information Services 2019 Q1 filed May 24, 2021
- Financial Planning & Information Services 2020 Q3 filed May 24, 2021