FactSet Research Systems shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $569k | 2.0k | 290.19 |
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