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Global X Funds shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Global X Funds

Tip: Access up to 7 years of quarterly data

All positions including Global X Funds 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 Funds by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.0k 55 36.73
2023-03-31 $2.0k 55 37.13

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View all positions for WealthPlan Investment Management

Top funds holding Global X Funds

Daiwa Securities Group
Pnc Financial Services
Great Diamond Partners
Mirae Asset Global Etfs Holdings
LPL Financial
Stifel Financial
UBS Group
Cambridge Investment Research Advisors
Joseph P. Lucia & Associates
Wells Fargo & Company
SOA Wealth Advisors
Jane Street
Baird Financial
Raymond James Financial
Commonwealth Equity Services

View all funds holding Global X Funds