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S&p Global shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 7.7k 496.85
2024-06-30 $3.8M 8.1k 472.98
2024-03-31 $3.3M 8.0k 413.38
2023-12-31 $3.5M 8.0k 440.52

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF)
Jpmorgan Chase Company Common (JPM)
Nvidia Corporation Common (NVDA)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Ishares Tr Esg Awre Usd Etf Exchange Traded Funds (SUSC)
Ishares Tr Esg Eafe Etf Exchange Traded Funds (DMXF)
Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Ishares Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Iqvia Hldgs Incorporated Common (IQV)
Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV)

View all positions for Invera Wealth Advisors

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