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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $365k 3.6k 100.50

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Global X Fds

Sei Investments
Creekmur Asset Management
LPL Financial
Global X Japan
Accurate Wealth Management
Renaissance Technologies
Peterson Wealth Advisors
Curtis Advisory Group
Mirae Asset Global Etfs Holdings
Orion Portfolio Solutions
Wealth Enhancement Advisory Services
Woodard & Co Asset Management Group
Alaethes Wealth
Highline Wealth Partners
Inspire Advisors

View all funds holding Global X Fds