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Global X Fds shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 47k 25.12

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Lowe's Companies (LOW)
Merck & Co (MRK)
Chevron Corporation (CVX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Charles Schwab Corporation (SCHW)

View all positions for Beverly Hills Private Wealth

Top funds holding Global X Fds

Putnam Fl Investment Management
LPL Financial
Centaurus Financial
Wealth Enhancement Advisory Services
Alaethes Wealth
Branch Banking & Trust Company
Envestnet Asset Management
Citadel Advisors
Change Path
San Luis Wealth Advisors
Beverly Hills Private Wealth
HBW Advisory Services
L.m. Kohn & Company
Concurrent Investment Advisors
Capital Investment Advisory Services

View all funds holding Global X Fds