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Global X Fds shares owned by Sonoma Private Wealth

Quarter-by-quarter ownership of Global X Fds (VPN) shares owned by Sonoma Private Wealth from 13F filings

Historical chart of Sonoma Private Wealth investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 70k 14.66
2023-09-30 $187k 15k 12.72

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
Global X Fds Data Ctr Reits (VPN)
At&t (T)
Vaneck Etf Trust Hip Sustble Muni (SMI)
Merck & Co (MRK)

View all positions for Sonoma Private Wealth

Top funds holding Global X Fds

New York Life Investment Management
Hedeker Wealth Management
Mirae Asset Global Investments
Bbjs Financial Advisors
Sonoma Private Wealth
Phoenix Wealth Advisors
Altfest L J & Co
Dynamic Advisors Solutions
Bank of America Corporation
Advisor Group Holdings
Capasso Planning Partners
Condor Capital Management
Creative Planning
Royal Bank of Canada
Lazard Asset Management

View all funds holding Global X Fds