FINANCIAL INSTNS INC

Ticker: FISI CUSIP: 317585404 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,334 Value ($000) $571 Avg Close $29.24 Range $25.37 - $33.00
Q3 2025
Shares 17,922 Value ($000) $487 Avg Close $26.18 Range $24.11 - $27.86
Q2 2025
Shares 17,072 Value ($000) $438 Avg Close $24.20 Range $20.29 - $27.08
Q1 2025
Shares 13,263 Value ($000) $331 Avg Close $25.87 Range $23.85 - $28.48
Q4 2024
Shares 10,234 Value ($000) $279 Avg Close $24.95 Range $22.27 - $28.05
Q3 2024
Shares 11,222 Value ($000) $286 Avg Close $22.38 Range $17.35 - $25.94
Q2 2024
Shares 11,166 Value ($000) $216 Avg Close $16.33 Range $14.96 - $18.27
Q1 2024
Shares 11,863 Value ($000) $223 Avg Close $17.92 Range $16.00 - $20.88
Q4 2023
Shares 11,216 Value ($000) $239 Avg Close $15.93 Range $13.54 - $19.82
Q3 2023
Shares 10,954 Value ($000) $184 Avg Close $15.43 Range $13.52 - $18.24
Q2 2023
Shares 10,958 Value ($000) $172 Avg Close $14.59 Range $11.90 - $16.72
Q1 2023
Shares 10,958 Value ($000) $211 Avg Close $19.90 Range $15.77 - $21.91
Q4 2022
Shares 10,958 Value ($000) $267 Avg Close $20.64 Range $19.18 - $22.49
Q3 2022
Shares 10,958 Value ($000) $264 Avg Close $21.53 Range $19.84 - $23.54
Q2 2022
Shares 10,954 Value ($000) $285 Avg Close $22.80 Range $21.06 - $25.11
Q4 2014
Shares 1,000 Value ($000) $25 Avg Close $15.42 Range $14.18 - $17.20
Q3 2014
Shares 1,000 Value ($000) $22 Avg Close $14.45 Range $13.60 - $15.62
Q2 2014
Shares 267 Value ($000) $6 Avg Close $14.56 Range $13.78 - $15.46