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AG Asset Advisory’s S&P Global SPGI Stock Holding History

AG Asset Advisory’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$376K Hold
714
– – 0.33% 14
2025
Q1 		$363K Hold
714
– – 0.37% 15
2024
Q4 		$356K Buy
+714
New +$356K 0.35% 16