GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,419 | -8.7% | 418 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,226 | +6.0% | 418 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,703 | +8.2% | 418 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,046 | -10.6% | 418 | -2.3% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 428 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -35.7% | 428 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -17.6% | 428 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $17,000 | -19.0% | 428 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | – | 428 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stelac Advisory Services LLC | 194,223 | $3,911,587 | 2.13% |
| BBJS FINANCIAL ADVISORS, LLC | 221,438 | $4,459,759 | 1.69% |
| Essex LLC | 61,851 | $1,245,679 | 0.35% |
| Insight Advisors, LLC/ PA | 61,824 | $1,245,135 | 0.28% |
| Eagle Strategies LLC | 56,850 | $1,144,959 | 0.28% |
| Joseph P. Lucia & Associates, LLC | 18,765 | $377,927 | 0.26% |
| Pinnacle Financial Group, LLC / IL | 20,333 | $409,502 | 0.24% |
| Gerber Kawasaki Wealth & Investment Management | 157,304 | $3,168,115 | 0.22% |
| Phoenix Wealth Advisors | 15,022 | $302,543 | 0.18% |
| Key Client Fiduciary Advisors, LLC | 12,246 | $246,630 | 0.15% |