| |
|
|
| Name: |
Financial Planning & Information Services Inc. |
| City: |
De Pere |
| State: |
WI |
| Zip: |
54115 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LMT |
Lockheed Martin Corp |
49 |
- |
$470.34 |
$794,000 |
1,745 |
0.12% |
3,000 |
0 |
0.001 |
Aerospace/Defense - M... |
|
|
LNT |
Alliant Energy Corp |
54 |
- |
$51.49 |
$613,000 |
12,165 |
0.09% |
-11,000 |
0 |
0.005 |
Multi Utilities |
|
|
FISV |
Fiserv Inc |
56 |
- |
$149.76 |
$567,000 |
3,548 |
0.09% |
96,000 |
0 |
0.001 |
Business Software & S... |
|
|
XOM |
Exxon Mobil Corp |
61 |
- |
$117.26 |
$482,000 |
4,150 |
0.07% |
67,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
VOT |
Van Kampen Municipal Opport... |
63 |
- |
$228.99 |
$457,000 |
1,937 |
0.07% |
32,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
|
UNH |
Unitedhealth Group Inc |
67 |
- |
$495.37 |
$365,000 |
738 |
0.05% |
-24,000 |
0 |
0 |
Health Care Plans |
|
|
BYLK |
Baylake Corp |
74 |
- |
$80.53 |
$270,000 |
3,144 |
0.04% |
17,000 |
0 |
0.032 |
Domestic Regional Banks |
|
|
VV |
Vanguard Large Cap VIPERS |
75 |
- |
$241.51 |
$264,000 |
1,100 |
0.04% |
24,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
CVX |
Chevron Corp |
79 |
- |
$162.30 |
$237,000 |
1,501 |
0.04% |
13,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
VEU |
Vanguard FTSE All-World ETF |
80 |
- |
$57.31 |
$227,000 |
3,867 |
0.03% |
10,000 |
0 |
0.001 |
Closed - End Fund - F... |
|
|
HD |
Home Depot Inc |
81 |
- |
$334.87 |
$226,000 |
590 |
0.03% |
22,000 |
0 |
0.001 |
Home Improvement Stores |
|
