YHB Investment Advisors, Inc. - 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
YHB Investment Advisors, Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$348,507
-6.8%
5,360
-8.9%
0.03%
-10.8%
Q1 2023$373,928
+20.4%
5,884
+11.0%
0.04%
+12.1%
Q4 2022$310,692
-13.0%
5,301
-1.9%
0.03%
-17.5%
Q3 2022$357,000
-2.5%
5,401
+7.1%
0.04%
+2.6%
Q2 2022$366,000
-5.4%
5,041
+0.4%
0.04%
+14.7%
Q1 2022$387,000
+23.6%
5,021
+35.5%
0.03%
+36.0%
Q4 2021$313,0003,7050.02%
Other shareholders
GLOBAL X FDS shareholders Q4 2021
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