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Plan A Wealth LLC → FIS

Plan A Wealth LLC FIS Position History

Fidelity National Information Services, Inc. • Services

Quarters held
9
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$437K
Q4 2025$356K
Q4 2025$760K
Q1 2026$353K
Q1 2026$753K
Q2 2026$367K
Q2 2026$1.2M
Q3 2026$414K
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M44.6K——
Q3 2026$414K10.4K——
Q2 2026$1.2M25.4K——
Q2 2026$367K9.1K——
Q1 2026$753K16.5K——
Q1 2026$353K9.5K——
Q4 2025$760K16.5K——
Q4 2025$356K9.7K——
Q3 2025$437K9.4K——

Other funds holding FIS

Other Plan A Wealth LLC positions

NTRSO

NORTHERN LTS FD TR IV

$45.6M
NTRSO

NORTHERN LTS FD TR IV

$45.5M
NTRSO

NORTHERN LTS FD TR IV

$38.1M
NTRSO

NORTHERN LTS FD TR IV

$35.2M
NTRSO

NORTHERN LTS FD TR IV

$33.9M
NTRSO

NORTHERN LTS FD TR IV

$25.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$24M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$21.9M