Marks Group Wealth Management, Inc FDS Holdings History
Marks Group Wealth Management, Inc's FactSet Research Systems Inc Holding Summary
As of 2025-03-31, Marks Group Wealth Management, Inc held 32,850.00 shares of FactSet Research Systems Inc(FDS), totaling $14.93 Mil. This investment constitutes 1.44% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0.09% of the outstanding FactSet Research Systems Inc(FDS) stock.
The initial trade took place in 2019Q4. And since then Marks Group Wealth Management, Inc has made 19 purchases of FDS, at an average price of $362.58, for a total of 37,031.00 shares. In addition, there have been 2 sales at an average price of $299.87 for 4,181.00 shares. Based on historical transaction data and FDS's current price of $447.89, Marks Group Wealth Management, Inc's estimated gain on his FDS holdings is $2.54 Mil, reflecting a 18.92% gain to date.
Marks Group Wealth Management, Inc FDS ($447.89) Holding Chart
Marks Group Wealth Management, Inc FDS ($447.89) 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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