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S&p Global shares owned by Opal Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $725k 1.7k 425.45
2023-12-31 $746k 1.7k 440.52
2023-09-30 $615k 1.7k 365.41
2023-06-30 $701k 1.7k 400.89
2023-03-31 $570k 1.7k 344.77

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Opal Wealth Advisors

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global