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FactSet Research Systems shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 633 454.39
2023-12-31 $301k 631 477.05
2023-09-30 $275k 629 437.26
2023-06-30 $267k 666 400.65

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Apple (AAPL)
Accenture Plc Ireland Shs Class A (ACN)
Linde SHS (LIN)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Eli Lilly & Co. (LLY)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Toyota Motor Corp Ads (TM)

View all positions for Legacy Wealth Asset Management

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
Loomis, Sayles and
Wells Fargo & Company
Morgan Stanley
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Amundi
Massachusetts Financial Services
Fiera Capital Corporation
Northern Trust
Charles Schwab Investment Management

View all funds holding FactSet Research Systems