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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

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Quarterly reported holdings in Global X Fds by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $788k 48k 16.26
2024-12-31 $630k 38k 16.55
2024-09-30 $624k 35k 17.62
2024-06-30 $513k 34k 15.06
2024-03-31 $410k 26k 15.55

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Capasso Planning Partners

Top funds holding Global X Fds

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Potentia Wealth
Royal Bank of Canada
Raymond James Financial
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Alaska Permanent Capital Management
Private Advisor

View all funds holding Global X Fds