YHB Investment 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
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 Q1 2023
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