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Global X Fds shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Global X Fds (EMC) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $140k 5.5k 25.63
2023-09-30 $130k 5.5k 23.74
2023-06-30 $153k 6.1k 24.94

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

Top funds holding Global X Fds

UBS Group
Jane Street
HPM Partners
Commonwealth Equity Services
Raymond James Financial Services Advisors
Townsquare Capital
Raymond James & Associates
Wealth Enhancement Advisory Services
Royal Bank of Canada
Park Edge Advisors
Citadel Advisors
Morton Capital Management
Dfpg Investments
Diversify Advisory Services
Kestra Private Wealth Services

View all funds holding Global X Fds