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FactSet Research Systems shares owned by Provence Wealth Management Group

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

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $16k 34 477.06
2023-09-30 $15k 34 437.26

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence 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
Mitsubishi UFJ Asset Management
Congress Asset Management
Bank of New York Mellon

View all funds holding FactSet Research Systems