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Global X Fds shares owned by GeoWealth Management

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $297k 12k 25.19

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding Global X Fds

Putnam Fl Investment Management
LPL Financial
Centaurus Financial
Wealth Enhancement Advisory Services
Alaethes Wealth
Branch Banking & Trust Company
Envestnet Asset Management
Citadel Advisors
Change Path
Cetera Investment Advisers
San Luis Wealth Advisors
Beverly Hills Private Wealth
HBW Advisory Services
L.m. Kohn & Company
Concurrent Investment Advisors

View all funds holding Global X Fds