S&P GLOBAL INC

Ticker: SPGI CUSIP: 78409V104 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 448 Value ($000) $234 Avg Close $494.21 Range $469.08 - $532.46
Q3 2025
Shares 448 Value ($000) $218 Avg Close $533.84 Range $481.42 - $576.91
Q2 2025
Shares 392 Value ($000) $207 Avg Close $496.65 Range $424.77 - $526.21
Q4 2024
Shares 573 Value ($000) $285 Avg Close $503.12 Range $472.96 - $528.45
Q3 2024
Shares 560 Value ($000) $289 Avg Close $489.86 Range $439.26 - $523.23
Q2 2024
Shares 466 Value ($000) $208 Avg Close $423.77 Range $402.41 - $446.08
Q2 2023
Shares 1,728 Value ($000) $693 Avg Close $357.76 Range $322.24 - $397.77
Q1 2023
Shares 1,988 Value ($000) $685 Avg Close $343.70 Range $314.11 - $378.92
Q4 2022
Shares 2,014 Value ($000) $675 Avg Close $321.12 Range $271.84 - $357.48
Q3 2022
Shares 1,940 Value ($000) $592 Avg Close $347.71 Range $296.91 - $384.33
Q2 2022
Shares 1,985 Value ($000) $669 Avg Close $345.63 Range $302.84 - $404.29
Q1 2022
Shares 1,996 Value ($000) $819 Avg Close $394.19 Range $352.15 - $457.13
Q4 2021
Shares 1,918 Value ($000) $905 Avg Close $441.83 Range $400.49 - $468.13
Q3 2021
Shares 1,881 Value ($000) $799 Avg Close $417.79 Range $391.27 - $440.73
Q2 2021
Shares 1,847 Value ($000) $758 Avg Close $369.84 Range $341.83 - $399.62
Q3 2018
Shares 130 Value ($000) $25 Avg Close $193.60 Range $183.50 - $203.63
Q1 2018
Shares 257 Value ($000) $49 Avg Close $172.26 Range $153.81 - $184.85
Q3 2017
Shares 1,994 Value ($000) $312 Avg Close $141.12 Range $135.14 - $146.85
Q2 2017
Shares 1,968 Value ($000) $287 Avg Close $128.56 Range $117.98 - $139.48
Q1 2017
Shares 1,968 Value ($000) $257 Avg Close $114.76 Range $99.43 - $123.05
Q4 2016
Shares 1,983 Value ($000) $213 Avg Close $109.91 Range $98.82 - $117.33