H D Vest Advisory Services »

Global X Fds shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $230k 12k 18.64
2025-03-31 $189k 12k 16.26
2024-12-31 $180k 11k 16.55

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Global X Fds

LPL Financial
HighTower Advisors
Hedeker Wealth Management
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Centurion Wealth Management
Mirae Asset Global Investments
Potentia Wealth
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Alaska Permanent Capital Management
Private Advisor

View all funds holding Global X Fds