Realta Investment Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Realta Investment Advisors’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
2023 Q4	–	Sell	-33	Closed	-$1.16K	–	824
2023 Q3	$1.16K	Hold	33	–	–	﹤0.01%	771
2023 Q2	$1.16K	Buy	+33	New	+$1.15K	﹤0.01%	821
2023 Q1	–	Sell	-33	Closed	-$1.16K	–	858
2022 Q4	$1.16K	Hold	33	–	–	﹤0.01%	835
2022 Q3	$1K	Buy	+33	New	+$1.23K	﹤0.01%	812

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Realta Investment Advisors's HEAL Position: Q4 2023 in Review

Realta Investment Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2023, closing a stake of 33 shares — an estimated $1.16K sold.

Realta Investment Advisors first reported a position in HEAL in Q3 2022 and held it in 4 quarters. The position peaked at $1.16K in Q3 2023. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

Realta Investment Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 33 Global X Funds Global X HealthTech ETF shares in Q4 2023, an estimated $1.16K.
Realta Investment Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2022 and held it in 4 quarters.
Realta Investment Advisors's Global X Funds Global X HealthTech ETF position peaked at $1.16K in Q3 2023.
43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.