Lifeworks Advisors »

Global X Fds shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Global X Fds (QYLG) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Lifeworks Advisors 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 Global X Fds by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $399k 14k 28.91
2023-09-30 $365k 14k 26.45

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

Top funds holding Global X Fds

Private Advisor
Advisor Group Holdings
Gladstone Institutional Advisory
Bank of America Corporation
Raymond James Financial Services Advisors
H D Vest Advisory Services
Lifeworks Advisors
Dynamic Advisors Solutions
Collaborative Wealth Managment
Southland Equity Partners
IFP Advisors
Commonwealth Equity Services
National Asset Management
Perigon Wealth Management
Cambridge Investment Research Advisors

View all funds holding Global X Fds