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Global X Fds shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $932k 39k 24.05
2024-06-30 $677k 29k 23.65

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Global X Fds

Morgan Stanley
Bedel Financial Consulting
Leslie Global Wealth
Creative Planning
Investment Partners Asset Management
Cambridge Investment Research Advisors
LPL Financial
Princeton Global Asset Management
Envestnet Asset Management
Ausdal Financial Partners
Branch Banking & Trust Company
Rockefeller Capital Management
Seed Wealth Management
Jpmorgan Chase & Co
Ironsides Asset Advisors

View all funds holding Global X Fds