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Global X Fds shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Global X Fds

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All positions including Global X Fds held by Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 2.8k 100.42
2025-06-30 $279k 2.8k 100.42
2025-03-31 $261k 2.6k 100.44
2024-12-31 $363k 3.6k 100.10
2024-09-30 $365k 3.6k 100.50