Strategic Wealth Partners Group, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Strategic Wealth Partners Group, LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was SPGI (-$37,549); the largest decrease was SPGI (-$37,549).
- SPGI: Country of operation United States; Class S&P GLOBAL INC; Shares 2023-12-31 3,679; Shares 2024-03-31 3,721.
Two Form 13F-HR filings compared (SEC CIK 1682677): 2023-12-31 (filed 2024-02-13) and 2024-03-31 (filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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