National Wealth Management Group »

FactSet Research Systems shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 969 477.05
2023-09-30 $451k 1.0k 437.26

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

Top funds holding FactSet Research Systems

Vanguard Group
Bamco
Wells Fargo & Company
Investec Asset Management
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Charles Schwab Investment Management
Legal & General Group
Btim
Congress Asset Management
Bank of New York Mellon
Mitsubishi UFJ Asset Management

View all funds holding FactSet Research Systems