Integrated Wealth Concepts »

Global X Fds shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Global X Fds (CTEC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $127k 13k 9.62
2023-09-30 $144k 13k 10.94
2023-06-30 $196k 13k 14.70
2023-03-31 $217k 14k 15.95

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Global X Fds

Money Design
Jane Street
Change Path
LPL Financial
Gts Securities
Citadel Advisors
Integrated Wealth Concepts
Cetera Investment Advisers
Advisor Group Holdings
Bank of America Corporation
Morgan Stanley
Royal Bank of Canada
Glenmede Trust Company
UBS Group
National Bank Of Canada /fi/

View all funds holding Global X Fds