Back to FIS
Next Level Wealth Planning, LLC → FIS
Next Level Wealth Planning, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
9
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $241K |
| Q4 2025 | $1.3M |
| Q1 2026 | $235K |
| Q1 2026 | $1.8M |
| Q2 2026 | $254K |
| Q2 2026 | $1.9M |
| Q3 2026 | $74K |
| Q3 2026 | $256K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 52.1K | — | — |
| Q3 2026 | $256K | 4.2K | — | — |
| Q3 2026 | $74K | 1.1K | — | — |
| Q2 2026 | $1.9M | 42.8K | — | — |
| Q2 2026 | $254K | 4.2K | — | — |
| Q1 2026 | $1.8M | 39.2K | — | — |
| Q1 2026 | $235K | 4.3K | — | — |
| Q4 2025 | $1.3M | 28.9K | — | — |
| Q4 2025 | $241K | 4.2K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B