Baystate Wealth Management LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 136 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is 0.89 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q4 2023$28,218
+27.0%
1,1030.0%0.00%0.0%
Q3 2023$22,225
+97.7%
1,103
+116.7%
0.00%
+100.0%
Q2 2023$11,242
+38.7%
509
+30.8%
0.00%0.0%
Q1 2023$8,106
+115700.0%
3890.0%0.00%0.0%
Q4 2022$7
-99.9%
3890.0%0.00%0.0%
Q3 2022$8,0000.0%389
+0.3%
0.00%0.0%
Q2 2022$8,000
-33.3%
3880.0%0.00%0.0%
Q1 2022$12,000
+9.1%
388
+41.1%
0.00%0.0%
Q4 2021$11,000
-15.4%
2750.0%0.00%0.0%
Q3 2021$13,0000.0%2750.0%0.00%0.0%
Q2 2021$13,0002750.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2022
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