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Global X Fds shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Global X Fds (CTEC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $115k 14k 8.36
2024-06-30 $98k 12k 7.97
2024-03-31 $127k 13k 9.62
2023-09-30 $144k 13k 10.94
2023-06-30 $196k 13k 14.70
2023-03-31 $217k 14k 15.95

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Global X Fds

Money Design
Change Path
Jane Street
LPL Financial
Susquehanna International
Flow Traders US
Integrated Wealth Concepts
Good Life Advisors
GeoWealth Management
Bank of America Corporation
Royal Bank of Canada
Morgan Stanley
Advisor Group Holdings
Glenmede Trust Company
Creative Financial Designs

View all funds holding Global X Fds