Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Fidelity National Information Services shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Fidelity National Information Services (FIS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Fidelity National Information Services

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All positions including Fidelity National Information Services held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity National Information Services by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 26k 65.94
2025-06-30 $2.1M 25k 81.41
2025-03-31 $2.0M 27k 74.68
2024-12-31 $2.2M 27k 80.77
2024-09-30 $2.7M 32k 83.75
2024-06-30 $2.4M 32k 75.36
2024-03-31 $2.1M 29k 74.18
2023-09-30 $1.7M 30k 55.27
2023-06-30 $1.9M 35k 54.70
2023-03-31 $736k 14k 54.33
2022-12-31 $968k 14k 67.85
2022-09-30 $975k 13k 75.58
2022-06-30 $1.2M 13k 91.66
2022-03-31 $1.3M 13k 100.45
2021-12-31 $1.4M 13k 109.15
2021-09-30 $1.6M 13k 121.74
2021-06-30 $1.7M 12k 141.53
2021-03-31 $1.7M 12k 140.62
2020-12-31 $1.6M 12k 141.48
2020-09-30 $1.5M 10k 147.17
2020-06-30 $1.4M 11k 134.11
2020-03-31 $1.3M 11k 121.66
2019-12-31 $1.5M 11k 139.07
2019-09-30 $1.4M 11k 132.75
2019-06-30 $1.2M 9.5k 122.64
2019-03-31 $1.2M 10k 113.06
2018-12-31 $1.1M 11k 102.55
2018-09-30 $1.2M 11k 109.11
2018-06-30 $1.1M 11k 106.02
2018-03-31 $1.0M 11k 96.32
2017-12-31 $1.0M 11k 94.11
2017-09-30 $1.2M 13k 93.40
2017-06-30 $1.0M 12k 85.38
2017-03-31 $940k 12k 79.63
2016-12-31 $754k 10k 75.64
2016-09-30 $479k 6.2k 77.07
2016-06-30 $463k 6.3k 73.64
2016-03-31 $291k 4.6k 63.21
2015-12-31 $440k 7.3k 60.57
2015-09-30 $496k 7.4k 67.08
2015-06-30 $457k 7.4k 61.85
2015-03-31 $521k 7.7k 68.02
2014-12-31 $484k 7.8k 62.14
2014-09-30 $389k 6.9k 56.36
2014-03-31 $216k 4.0k 53.35
2013-12-31 $220k 4.1k 53.62
2013-09-30 $220k 4.7k 46.44
2013-06-30 $203k 4.7k 42.86

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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View all funds holding Fidelity National Information Services