Legacy Financial Strategies, LLC FDS Holdings History
Legacy Financial Strategies, LLC's FactSet Research Systems Inc Holding Summary
As of 2025-06-30, Legacy Financial Strategies, LLC held 5,513.00 shares of FactSet Research Systems Inc(FDS), totaling $2.47 Mil. This investment constitutes 0.48% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.01% of the outstanding FactSet Research Systems Inc(FDS) stock.
The initial trade took place in 2025Q2. And since then Legacy Financial Strategies, LLC has made 1 purchases of FDS, at an average price of $438.31, for a total of 5,513.00 shares. Based on historical transaction data and FDS's current price of $432.32, Legacy Financial Strategies, LLC's estimated gain on his FDS holdings is $-33,022.87, reflecting a -1.37% gain to date.
Legacy Financial Strategies, LLC FDS ($432.32) Holding Chart
Legacy Financial Strategies, LLC FDS ($432.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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