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S&p Global shares owned by Legacy Capital Wealth Management

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

Historical chart of Legacy Capital Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Legacy Capital 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 Legacy Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 3.9k 498.03

More positions owned by Legacy Capital Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Royal Caribbean Cruises (RCL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Sterling Construction Company (STRL)
Meta Platforms Cl A (META)
S&p Global (SPGI)
Arista Networks Com Shs (ANET)

View all positions for Legacy Capital Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global