Heritage Wealth Advisors »

Global X Fds shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Global X Fds (BKCH) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Heritage Wealth Advisors 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $153 3 51.00
2023-12-31 $138 3 46.33
2023-09-30 $69 3 23.33
2023-06-30 $93 3 31.00
2023-03-31 $66 3 22.33
2022-12-31 $39 3 13.00