Capasso Planning Partners »

Global X Fds shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $410k 26k 15.55

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding Global X Fds

New York Life Investment Management
Hedeker Wealth Management
Bank of America Corporation
Bbjs Financial Advisors
LPL Financial
Mirae Asset Global Etfs Holdings
Mirae Asset Global Investments
Cetera Investment Advisers
Sonoma Private Wealth
Phoenix Wealth Advisors
Altfest L J & Co
Jane Street
Creative Planning
Lido Advisors
Envestnet Asset Management

View all funds holding Global X Fds