FactSet Research Systems shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.1M | 21k | 293.34 |
| 2025-09-30 | $1.7M | 6.1k | 276.91 |
| 2025-06-30 | $2.6M | 5.8k | 447.96 |
| 2025-03-31 | $2.7M | 5.9k | 454.69 |
| 2024-12-31 | $2.1M | 4.4k | 480.32 |
| 2024-06-30 | $1.7M | 4.2k | 408.26 |
| 2024-03-31 | $1.7M | 3.7k | 454.38 |
| 2023-12-31 | $1.8M | 3.7k | 476.99 |
| 2023-09-30 | $1.6M | 3.6k | 437.30 |
| 2022-12-31 | $1.3M | 3.1k | 420.63 |
| 2015-09-30 | $895k | 5.5k | 162.64 |
| 2015-06-30 | $764k | 4.7k | 162.48 |
| 2015-03-31 | $876k | 5.5k | 159.21 |
| 2014-12-31 | $696k | 4.9k | 140.69 |
More positions owned by Wealth Enhancement Advisory Services
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