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Global X Funds shares owned by Wingate Wealth Advisors

Quarter-by-quarter ownership of Global X Funds (SOCL) shares owned by Wingate Wealth Advisors from 13F filings

Historical chart of Wingate Wealth Advisors investment in Global X Funds

Tip: Access up to 7 years of quarterly data

All positions including Global X Funds held by Wingate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Funds by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.4k 223 42.28

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Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
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Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

Top funds holding Global X Funds

Daiwa Securities Group
Pnc Financial Services
Morgan Stanley
Mirae Asset Global Investments
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

View all funds holding Global X Funds