FTWA
Fifth Third Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
4,518
+125
| +3% | +$65.9K | 0.1% | 139 |
|
|
2025
Q1 | $2.23M | Buy |
4,393
+188
| +4% | +$95.5K | 0.12% | 118 |
|
|
2024
Q4 | $2.09M | Buy |
4,205
+238
| +6% | +$119K | 0.11% | 119 |
|
|
2024
Q3 | $2.05M | Buy |
3,967
+100
| +3% | +$51.7K | 0.13% | 120 |
|
|
2024
Q2 | $1.72M | Buy |
3,867
+2,771
| +253% | +$1.24M | 0.13% | 109 |
|
|
2024
Q1 | $466K | Sell |
1,096
-95
| -8% | -$40.4K | 0.07% | 162 |
|
|
2023
Q4 | $525K | Buy |
1,191
+3
| +0.3% | +$1.32K | 0.17% | 113 |
|
|
2023
Q3 | $434K | Buy |
1,188
+275
| +30% | +$100K | 0.18% | 116 |
|
|
2023
Q2 | $366K | Buy |
+913
| New | +$366K | 0.24% | 102 |
|