IFP Advisors’s Financial Institutions FISI Stock Holding History

IFP Advisors’s Portfolio FISI Stock Details FISI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold
2025 Q2	–	Sell
2025 Q1	$100	Hold
2024 Q4	$109	Buy
2017 Q1	–	Sell
2016 Q4	$0	Hold
2016 Q3	$0	Hold
2016 Q2	$0	Buy
2016 Q1	–	Sell
2015 Q4	$0	Buy