Oakwell Private Wealth Management »

Globe Life shares owned by Oakwell Private Wealth Management

Quarter-by-quarter ownership of Globe Life (GL) shares owned by Oakwell Private Wealth Management from 13F filings

Historical chart of Oakwell Private Wealth Management investment in Globe Life

Tip: Access up to 7 years of quarterly data

All positions including Globe Life held by Oakwell Private Wealth Management 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 Globe Life by Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $741k 7.0k 105.91
2024-06-30 $576k 7.0k 82.28

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oakwell Private Wealth Management

Top funds holding Globe Life

Vanguard Group
BlackRock
BlackRock
Invesco
State Street Corporation
Geode Capital Management
Morgan Stanley
Dimensional Fund Advisors
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Nuance Investments
Equity Investment Corp Acquisition
Pzena Investment Management
Nordea Investment Management Ab

View all funds holding Globe Life