UNITED CAPITAL FINANCIAL ADVISORS, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 457 filers reported holding GLOBAL X FDS in Q4 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2022$242,000
-37.8%
3,665
-31.5%
0.00%
-50.0%
Q2 2022$389,000
-4.2%
5,354
+1.5%
0.00%0.0%
Q1 2022$406,000
-15.1%
5,277
-6.8%
0.00%0.0%
Q4 2021$478,000
+17.7%
5,663
+14.3%
0.00%0.0%
Q3 2021$406,000
+42.5%
4,953
+26.1%
0.00%
+100.0%
Q2 2021$285,000
+7.5%
3,929
-13.2%
0.00%0.0%
Q1 2021$265,000
-98.6%
4,527
-99.4%
0.00%
-99.5%
Q2 2016$18,859,000754,3670.19%
Other shareholders
GLOBAL X FDS shareholders Q4 2021
NameSharesValueWeighting ↓
CPR Investments Inc. 129,650$9,980,0008.26%
Portfolio Strategies, Inc. 423,494$32,582,0006.09%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 100,384$7,727,0003.50%
Gerber Kawasaki Wealth & Investment Management 538,076$41,421,0003.38%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 72,023$5,544,0003.29%
JUNCTURE WEALTH STRATEGIES, LLC 55,748$4,291,0002.04%
McGowan Group Asset Management, Inc. 146,299$11,262,0001.73%
Cavalier Investments, LLC 81,455$6,270,0001.64%
Lattice Capital Management, LLC 14,100$1,019,007,0001.45%
HERBST GROUP, LLC 28,366$2,184,0001.43%
View complete list of GLOBAL X FDS shareholders