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Valmark Advisers’s S&P Global SPGI Stock Holding History

Valmark Advisers’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$317K Buy
602
+39
+7% +$20.6K ﹤0.01% 532
2025
Q1 		$286K Sell
563
-79
-12% -$40.1K ﹤0.01% 526
2024
Q4 		$320K Buy
+642
New +$320K 0.01% 495