SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / DRIV

Wellington Wealth Strategies, LLC.’s Global X Fds Position

Does Wellington Wealth Strategies, LLC. own Global X Fds (DRIV)? Not currently — the last reported position was 18.4K shares worth $431,801 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$431,801
Q2 2024
Shares
18.4K
% of Portfolio
+1.81%
Quarters Held
3
position exited

Position History DRIV

Reported value by quarter
Q4 ’23: $492,385Q4 ’23Q1 ’24: $248,029Q1 ’24Q2 ’24: $431,801Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202418.4K$431,801+1.81%
Q1 202410.0K$248,029+0.12%
Q4 202320.0K$492,385+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of DRIV.