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Global X Fds shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.8k 79 22.58
2023-03-31 $1.8k 79 23.04

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View all positions for WealthPlan Investment Management

Top funds holding Global X Fds

LPL Financial
Howard Capital Management
Potomac Fund Management
Foguth Wealth Management
Advisor Group Holdings
Principal Securities
Cetera Investment Advisers
Wells Fargo & Company
Newbridge Financial Services Group
Envestnet Asset Management
AE Wealth Management
Fifth Third Securities
Cambridge Investment Research Advisors
Raymond James Financial
Kingswood Wealth Advisors

View all funds holding Global X Fds