S&p Global shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in S&p Global
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Quarterly reported holdings in S&p Global by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 486.73 |
| 2025-06-30 | $1.7M | 3.2k | 527.26 |
| 2025-03-31 | $1.7M | 3.3k | 508.15 |
| 2024-12-31 | $1.7M | 3.3k | 498.03 |
| 2024-09-30 | $1.7M | 3.3k | 516.58 |
| 2024-06-30 | $1.5M | 3.4k | 446.00 |
| 2024-03-31 | $1.5M | 3.4k | 425.41 |
| 2023-12-31 | $1.6M | 3.7k | 440.51 |
| 2023-09-30 | $1.4M | 3.8k | 365.43 |
| 2023-06-30 | $1.6M | 4.0k | 400.89 |
| 2023-03-31 | $961k | 2.8k | 344.72 |
| 2022-12-31 | $949k | 2.8k | 334.96 |
| 2022-09-30 | $687k | 2.3k | 305.24 |
| 2022-06-30 | $771k | 2.3k | 337.41 |
| 2022-03-31 | $930k | 2.3k | 410.27 |
| 2021-12-31 | $415k | 878 | 472.39 |
| 2021-09-30 | $388k | 914 | 424.85 |
| 2021-06-30 | $387k | 943 | 410.39 |
| 2021-03-31 | $229k | 650 | 352.31 |
| 2020-12-31 | $407k | 1.2k | 328.79 |
| 2020-09-30 | $438k | 1.2k | 360.79 |
| 2020-06-30 | $400k | 1.2k | 329.49 |
| 2020-03-31 | $299k | 1.2k | 244.88 |