Global X Funds shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Global X Funds (SOCL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Global X Funds
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Quarterly reported holdings in Global X Funds by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 6.2k | 60.75 |
| 2025-06-30 | $377k | 7.1k | 53.43 |
| 2025-03-31 | $318k | 7.3k | 43.84 |
| 2024-12-31 | $306k | 7.2k | 42.32 |
| 2024-09-30 | $323k | 7.5k | 43.30 |
| 2024-06-30 | $320k | 7.6k | 42.23 |
| 2024-03-31 | $330k | 8.2k | 40.28 |
| 2023-09-30 | $307k | 8.6k | 35.85 |
| 2023-06-30 | $328k | 9.0k | 36.59 |
| 2023-03-31 | $362k | 9.8k | 37.01 |
| 2022-12-31 | $305k | 9.8k | 31.01 |
| 2022-09-30 | $275k | 9.9k | 27.77 |
| 2022-06-30 | $344k | 10k | 33.18 |
| 2022-03-31 | $415k | 9.8k | 42.31 |
| 2021-12-31 | $528k | 9.8k | 53.83 |
| 2021-09-30 | $594k | 9.7k | 60.95 |
| 2021-06-30 | $658k | 9.1k | 72.35 |
| 2021-03-31 | $536k | 8.0k | 66.69 |
| 2020-12-31 | $497k | 8.0k | 61.84 |
| 2020-09-30 | $392k | 8.0k | 48.77 |
| 2020-06-30 | $349k | 8.1k | 42.84 |
| 2020-03-31 | $240k | 8.1k | 29.46 |
| 2019-12-31 | $245k | 7.1k | 34.66 |
| 2019-09-30 | $231k | 7.2k | 32.00 |
| 2019-06-30 | $267k | 8.3k | 32.15 |
| 2019-03-31 | $257k | 8.0k | 31.93 |
| 2018-09-30 | $208k | 6.5k | 31.81 |
| 2018-06-30 | $210k | 5.9k | 35.84 |
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