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Global X Fds equity shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Global X Fds equity (NORW) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Global X Fds equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds equity by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 14k 25.78

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Global X Fds equity

Royal Bank of Canada
Activest Wealth Management
Innova Wealth Partners
Arlington Capital Management
Susquehanna International
AlTi Global
Sageworth Trust Company
EP Wealth Advisors
LPL Financial
Creative Planning
Lunt Capital Management
Equitable Holdings
Morgan Stanley
Spire Wealth Management
Benjamin F. Edwards & Company

View all funds holding Global X Fds equity