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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
2024-03-31 $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

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
Loomis, Sayles and
Wells Fargo & Company
Morgan Stanley
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Amundi
Massachusetts Financial Services
Fiera Capital Corporation
Northern Trust
Charles Schwab Investment Management

View all funds holding FactSet Research Systems