S&p Global shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in S&p Global
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All positions including S&p Global held by Ml & R Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in S&p Global by Ml & R Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $253k | 594 | 425.45 |
2023-12-31 | $262k | 594 | 440.52 |
2023-09-30 | $217k | 594 | 365.41 |
2023-06-30 | $238k | 593 | 400.89 |
2023-03-31 | $204k | 593 | 344.77 |