Litman Gregory Wealth Management LLC's ownership history for SPGI

Litman Gregory Wealth Management LLC currently holds 12.7K shares with a market value of $6.2M. It started holding SPGI on 2024-09-30. At its peak, it held 12.9K shares on 2025-03-31. Its highest holding value was $6.8M on 2025-06-30. At its lowest, it held 10.2K shares on 2024-12-31, with a value of $5.1M on 2024-12-31. In the recent 180 days, Litman Gregory Wealth Management LLC has decreased its shares by 204. In the recent year, Litman Gregory Wealth Management LLC has increased its shares by 2.3K.