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FactSet Research Systems shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $306k 638 480.28
2024-06-30 $269k 658 408.27
2024-03-31 $288k 633 454.39
2023-12-31 $301k 631 477.05
2023-09-30 $275k 629 437.26
2023-06-30 $267k 666 400.65

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Accenture Plc Ireland Shs Class A (ACN)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Linde SHS (LIN)
Sap Se Spon Adr (SAP)

View all positions for Legacy Wealth Asset Management

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
State Street Corporation
Loomis, Sayles and
Wells Fargo & Company
Kayne Anderson Rudnick Investment Management
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Massachusetts Financial Services
Amundi
Invesco

View all funds holding FactSet Research Systems