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Global X Fds fintec thmatic shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of Global X Fds fintec thmatic (FINX) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in Global X Fds fintec thmatic

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds fintec thmatic held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds fintec thmatic by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 750 33.52
2025-06-30 $26k 750 34.22
2025-03-31 $52k 1.9k 27.56

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

Top funds holding Global X Fds fintec thmatic

LPL Financial
Morgan Stanley
Scotia Capital
UBS Group
Ameriprise Financial
Blue Sky Capital Consultants Group
Gerber Kawasaki Wealth & Investment Management
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Asset Management
Susquehanna International
AAFMAA Wealth Management & Trust
Mirae Asset Global Investments
Cambridge Investment Research Advisors

View all funds holding Global X Fds fintec thmatic