B. Riley Wealth Advisors, Inc. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 396 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$767,828
-27.7%
13,917
-14.5%
0.02%
-12.5%
Q2 2023$1,062,121
-13.5%
16,285
-15.7%
0.02%
-27.3%
Q1 2023$1,227,434
-28.8%
19,314
-33.8%
0.03%
-31.2%
Q4 2022$1,724,778
-26.7%
29,184
-18.0%
0.05%
-32.4%
Q3 2022$2,353,000
+215.0%
35,583
+246.5%
0.07%
+129.0%
Q2 2022$747,000
-14.3%
10,270
-9.3%
0.03%
+6.9%
Q1 2022$872,000
-3.9%
11,326
+5.5%
0.03%
+11.5%
Q4 2021$907,000
-71.6%
10,731
-72.5%
0.03%
-74.5%
Q3 2021$3,199,000
+19.5%
39,032
+5.6%
0.10%
+17.2%
Q2 2021$2,677,000
+23.3%
36,961
-0.5%
0.09%
+13.0%
Q1 2021$2,172,000
+861.1%
37,135
+918.5%
0.08%
+541.7%
Q4 2020$226,0003,6460.01%
Other shareholders
GLOBAL X FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders