IFPG
HEAL

Intrepid Financial Planning Group’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Intrepid Financial Planning Group’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,435
Closed -$103K – 132
2024
Q3 		$103K Hold
3,435
– – 0.04% 120
2024
Q2 		$90.2K Hold
3,435
– – 0.04% 120
2024
Q1 		$98K Hold
3,435
– – 0.04% 121
2023
Q4 		$104K Hold
3,435
– – 0.05% 115
2023
Q3 		$94.6K Sell
3,435
-230
-6% -$7.37K 0.05% 113
2023
Q2 		$128K Sell
3,665
-32
-0.9% -$1.11K 0.06% 114
2023
Q1 		$130K Sell
3,697
-161
-4% -$5.78K 0.07% 112
2022
Q4 		$134K Sell
3,858
-260
-6% -$9.15K 0.07% 105
2022
Q3 		$140K Sell
4,118
-312
-7% -$11.6K 0.08% 97
2022
Q2 		$153K Buy
+4,430
New +$165K 0.08% 96

Other funds holding HEAL

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Cetera Investment Advisers
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WWA
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FTUS
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return