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Global X Fds shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $179k 10k 17.62
2024-06-30 $152k 10k 15.06

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

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