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S&p Global shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 25k 498.03
2024-09-30 $4.8M 9.3k 512.20
2024-06-30 $3.9M 8.8k 446.32
2023-12-31 $239k 542 440.59

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Edgewood Management
Norges Bank Investment Management
Northern Trust
Ubs Global Asset Management Americas
Invesco

View all funds holding S&p Global