IFP Advisors’s Financial Institutions FISI Stock Holding History

IFP Advisors’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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