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Global X Fds shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 7.4k 30.37

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Intl Sel Div Etf (IDV)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Wealth Management Associates

Top funds holding Global X Fds

Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
Parkway Wealth Management Group
Northwestern Mutual Wealth Management Company
HighTower Advisors
Ameriprise Financial
Raymond James Financial
Jane Street
Quadrature Capital
Cetera Investment Advisers
Hedeker Wealth Management

View all funds holding Global X Fds