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Global X Fds shares owned by Life Planning Partners

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Life Planning Partners from 13F filings

Historical chart of Life Planning Partners investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Life Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 30k 100.42
2025-06-30 $1.7M 17k 100.42
2025-03-31 $1.3M 13k 100.44

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Global X Fds 1-3 Month T-bill (CLIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Systematic Mun (FMUN)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Life Planning Partners

Top funds holding Global X Fds

Sei Investments
LPL Financial
Capital Investment Advisors
49 Wealth Management
Advisor OS
Mjp Associates
Accurate Wealth Management
Global X Japan
Peterson Wealth Advisors
Pasadena Private Wealth
Mirae Asset Global Etfs Holdings
APS Management Group
Advisor Group Holdings
Belpointe Asset Management
Alaethes Wealth

View all funds holding Global X Fds