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Global X Fds shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $815k 33k 25.12
2023-12-31 $950k 38k 25.02

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Alphabet Cap Stk Cl A Call Option (GOOGL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Global X Fds

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

View all funds holding Global X Fds