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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
2024-06-30 $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)
Nvidia Corporation Common (NVDA)
Jpmorgan Chase Company Common (JPM)
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 Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
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
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Wells Fargo & Company
Parnassus Investments
T. Rowe Price Associates
Bank of New York Mellon
Sustainable Growth Advisers
Neuberger Berman Group
Nuveen Asset Management

View all funds holding S&p Global