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Global X Fds adaptive us shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Global X Fds adaptive us (AUSF) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Global X Fds adaptive us

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds adaptive us held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds adaptive us by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2023-12-31 $336k 9.0k 37.18

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding Global X Fds adaptive us

Wealth Enhancement Advisory Services
Sharkey, Howes & Javer
Fulcrum Equity Management
Muirfield Wealth Advisors
Legacy Capital Group California
Branch Banking & Trust Company
Raleigh Capital Management
UBS Group
Pnc Financial Services
Wells Fargo & Company

View all funds holding Global X Fds adaptive us