Gradient Investments LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 169 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$5,032
-9.7%
2000.0%0.00%
Q1 2024$5,572
+9.0%
2000.0%0.00%
Q4 2023$5,114
+27.0%
2000.0%0.00%
Q3 2023$4,028
-8.7%
2000.0%0.00%
Q2 2023$4,414
+6.0%
2000.0%0.00%
Q1 2023$4,164
+8.2%
2000.0%0.00%
Q4 2022$3,850
-3.8%
2000.0%0.00%
Q3 2022$4,0000.0%2000.0%0.00%
Q2 2022$4,000
-33.3%
2000.0%0.00%
Q1 2022$6,000
-25.0%
2000.0%0.00%
Q4 2021$8,000
-20.0%
2000.0%0.00%
Q3 2021$10,0000.0%2000.0%0.00%
Q2 2021$10,0002000.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TPB WEALTH ADVISORS 99,265$4,726,0003.05%
Conservest Capital Advisors, Inc. 405,760$19,343,0002.18%
Stelac Advisory Services LLC 170,137$8,032,0001.83%
Baltimore-Washington Financial Advisors, Inc. 341,527$16,280,0001.52%
Sargent Investment Group, LLC 99,282$4,733,0001.12%
Joseph P. Lucia & Associates, LLC 34,862$1,662,0000.99%
STRATEGIC WEALTH MANAGEMENT INC 33,536$1,599,0000.86%
TriaGen Wealth Management LLC 23,716$1,114,0000.57%
Castle Rock Wealth Management, LLC 21,430$1,041,0000.38%
Merit Financial Group, LLC 81,270$3,874,0000.36%
View complete list of GLOBAL X FDS shareholders