SOA Wealth Advisors’s Globe Life GL Stock Holding History

SOA Wealth Advisors’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$109	–	885
2024 Q3	$109	Hold	1	–	–	﹤0.01%	806
2024 Q2	$84	Sell	1 -1	-50%	-$83	﹤0.01%	828
2024 Q1	$235	Hold	2	–	–	﹤0.01%	848
2023 Q4	$246	Hold	2	–	–	﹤0.01%	840
2023 Q3	$219	Hold	2	–	–	﹤0.01%	872
2023 Q2	$221	Hold	2	–	–	﹤0.01%	875
2023 Q1	$221	Hold	2	–	–	﹤0.01%	897
2022 Q4	$242	Sell	2 -5	-71%	-$572	﹤0.01%	891
2022 Q3	$0	Hold	7	–	–	﹤0.01%	873
2022 Q2	$0	Sell	7 -37	-84%	-$3.63K	﹤0.01%	884
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	712
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	688
2021 Q3	$3K	Sell	44 -1	-2%	-$93	﹤0.01%	742
2021 Q2	$4K	Buy	45 +44	+4,400%	+$4.5K	﹤0.01%	688
2021 Q1	$0	Hold	1	–	–	﹤0.01%	847
2020 Q4	$0	Buy	+1	New	+$89	﹤0.01%	823

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return