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S&p Global shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 437 517.16
2022-03-31 $8.0k 16 500.00

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global