S&p Global shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in S&p Global
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Quarterly reported holdings in S&p Global by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $946k | 1.9k | 498.03 |
| 2024-09-30 | $974k | 1.9k | 516.62 |
| 2024-06-30 | $842k | 1.9k | 446.00 |
| 2024-03-31 | $781k | 1.8k | 425.45 |
| 2023-12-31 | $816k | 1.9k | 440.52 |
| 2023-09-30 | $714k | 2.0k | 365.41 |
| 2023-06-30 | $421k | 1.1k | 400.89 |
| 2023-03-31 | $719k | 2.1k | 344.77 |
| 2022-12-31 | $316k | 944 | 334.94 |
| 2022-09-30 | $332k | 1.1k | 305.43 |
| 2022-06-30 | $260k | 771 | 337.22 |
| 2022-03-31 | $274k | 668 | 410.18 |
More positions owned by Aurum Wealth Management Group
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