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Global X Fds shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $218k 5.8k 37.39
2024-09-30 $283k 7.4k 38.33
2024-06-30 $303k 8.8k 34.20

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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NVIDIA Corporation (NVDA)
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Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Global X Fds

LPL Financial
Jpmorgan Chase & Co
Mirae Asset Global Etfs Holdings
Morgan Stanley
Royal Bank of Canada
Thrivent Financial for Lutherans
Advisor Group Holdings
Sofi Wealth
Envestnet Asset Management
Resources Investment Advisors
Raymond James Financial
Stifel Financial
Merit Financial Group
Cetera Investment Advisers
AE Wealth Management

View all funds holding Global X Fds