Circle Wealth Management, LLC's ownership history for SPGI

Circle Wealth Management, LLC currently holds 2.4K shares with a market value of $1.0M. It started holding SPGI on 2024-09-30. At its peak, it held 2.4K shares on 2026-03-31. Its highest holding value was $1.0M on 2026-03-31. At its lowest, it held 1.2K shares on 2025-06-30, with a value of $627.5K on 2024-12-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 808. In the recent year, Circle Wealth Management, LLC has increased its shares by 1.1K.