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FMA Wealth Management, LLC → FIS

FMA Wealth Management, LLC FIS Position History

Fidelity National Information Services, Inc. • Services

Quarters held
15
Latest value
$3.6M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q3 2025$5.5M
Q3 2025$3.2M
Q4 2025$3.3M
Q4 2025$6.7M
Q4 2025$3.2M
Q1 2026$3.3M
Q1 2026$6.9M
Q1 2026$3.2M
Q2 2026$4.2M
Q2 2026$7.2M
Q2 2026$3.5M
Q3 2026$3.9M
Q3 2026$12.5M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M88.1K——
Q3 2026$12.5M313.7K——
Q3 2026$3.9M87.4K——
Q2 2026$3.5M87.5K——
Q2 2026$7.2M180.3K——
Q2 2026$4.2M86.8K——
Q1 2026$3.2M88.6K——
Q1 2026$6.9M185.0K——
Q1 2026$3.3M88.0K——
Q4 2025$3.2M88.4K——
Q4 2025$6.7M184.2K——
Q4 2025$3.3M87.9K——
Q3 2025$3.2M88.2K——
Q3 2025$5.5M155.5K——
Q3 2025$3.2M88.1K——

Other funds holding FIS

Other FMA Wealth Management, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$18.1M
VGES

VANGUARD TAX-MANAGED FDS

$17.9M
VGES

VANGUARD TAX-MANAGED FDS

$16.7M
VGES

VANGUARD TAX-MANAGED FDS

$16.3M
VGES

VANGUARD TAX-MANAGED FDS

$15.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14.6M