Edge Wealth Management LLC - 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
Edge Wealth Management LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2022$208,000
-8.8%
3,1340.0%0.05%
-6.1%
Q2 2022$228,000
-13.6%
3,134
-8.7%
0.05%
-5.8%
Q1 2022$264,000
-9.0%
3,4340.0%0.05%
-1.9%
Q4 2021$290,000
+3.2%
3,4340.0%0.05%
-3.6%
Q3 2021$281,000
+13.3%
3,4340.0%0.06%
+10.0%
Q2 2021$248,000
+23.4%
3,4340.0%0.05%
+16.3%
Q1 2021$201,0003,4340.04%
Other shareholders
GLOBAL X FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 428,467$36,180,0006.75%
Legend Financial Advisors, Inc. 112,610$9,509,0006.63%
James Reed Financial Services, Inc. 129,141$5,468,0005.19%
Coco Enterprises, LLC 68,088$5,757,0004.52%
MFA WEALTH ADVISORS, LLC 104,777$8,848,0003.74%
Gerber Kawasaki Wealth & Investment Management 509,124$42,989,0003.42%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 70,851$5,983,0003.36%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 79,276$6,694,0002.97%
McGowan Group Asset Management, Inc. 153,692$12,978,0002.28%
JUNCTURE WEALTH STRATEGIES, LLC 52,030$4,393,0002.09%
View complete list of GLOBAL X FDS shareholders