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Global X Fds shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $47k 1.6k 29.41

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Global X Fds

Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
HighTower Advisors
Northwestern Mutual Wealth Management Company
Hedeker Wealth Management
Cetera Investment Advisers
Royal Bank of Canada
New Wave Wealth Advisors
Envestnet Asset Management
Foguth Wealth Management
Private Advisor
Advisor Group Holdings

View all funds holding Global X Fds