A detailed history of Invera Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 7,728 shares of SPGI stock, worth $4.02 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares
7,728
Previous 8,128 4.92%
Holding current value
$4.02 Million
Previous $3.63 Million 10.12%
% of portfolio
4.17%
Previous 3.88%

Shares

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

Nov 12, 2024

SELL
$446.32 - $527.38 $178,528 - $210,952
-400 Reduced 4.92%
7,728 $3.99 Million
Q2 2024

Aug 06, 2024

BUY
$408.56 - $448.91 $59,241 - $65,091
145 Added 1.82%
8,128 $3.63 Million
Q1 2024

Apr 22, 2024

SELL
$418.48 - $459.72 $16,739 - $18,388
-40 Reduced 0.5%
7,983 $3.4 Million
Q4 2023

Apr 22, 2024

BUY
$342.48 - $441.84 $13,699 - $17,673
40 Added 0.5%
8,023 $3.53 Billion
Q4 2023

Jan 16, 2024

BUY
$342.48 - $441.84 $2.75 Million - $3.54 Million
8,023 New
8,023 $3.53 Million

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 $170B
  • 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 Invera Wealth Advisors, LLC Portfolio

Follow Invera Wealth Advisors, 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 Invera Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.