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S&p Global shares owned by Integris Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Integris Wealth Management from 13F filings

Historical chart of Integris Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 399 516.62

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Integris Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global