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FactSet Research Systems shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 60 466.15
2024-06-30 $25k 60 412.93
2024-03-31 $28k 60 458.40
2023-12-31 $29k 60 480.22
2023-09-30 $26k 60 439.25
2023-06-30 $24k 60 402.48
2023-03-31 $25k 60 416.00
2022-12-31 $24k 60 400.00