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Blake Schutter Theil Wealth Advisors’s S&P Global SPGI Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-411
Closed -$212K – 155
2024
Q3 		$212K Buy
+411
New +$212K 0.15% 149