A detailed history of Family Wealth Group, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Family Wealth Group, LLC holds 625 shares of SPGI stock, worth $319,606. This represents 0.35% of its overall portfolio holdings.

Number of Shares
625
Previous 652 4.14%
Holding current value
$319,606
Previous $290,000 11.03%
% of portfolio
0.35%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$446.32 - $527.38 $12,050 - $14,239
-27 Reduced 4.14%
625 $322,000
Q2 2024

Aug 14, 2024

SELL
$408.56 - $448.91 $36,361 - $39,952
-89 Reduced 12.01%
652 $290,000
Q1 2024

Aug 14, 2024

SELL
$418.48 - $459.72 $13,391 - $14,711
-32 Reduced 4.14%
741 $315,000
Q4 2023

Feb 14, 2024

BUY
$342.48 - $441.84 $264,737 - $341,542
773 New
773 $340,000

Others Institutions Holding SPGI

About S&P Global Inc.


  • Ticker SPGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 325,800,000
  • Market Cap $167B
  • Description
  • S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...
More about SPGI
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.