GeoWealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is HERO and the CUSIP is 37954Y392. A total of 77 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$166,936
+12.4%
7,796
+8.6%
0.01%
+16.7%
Q1 2024$148,566
+285603.8%
7,176
+172.9%
0.01%
+50.0%
Q4 2023$52
-20.0%
2,630
-24.9%
0.00%
-42.9%
Q3 2023$65
-3.0%
3,500
+8.2%
0.01%0.0%
Q2 2023$67
-5.6%
3,235
-7.4%
0.01%
-12.5%
Q1 2023$71
-12.3%
3,495
-20.6%
0.01%
-11.1%
Q4 2022$81
-99.9%
4,401
-23.8%
0.01%
-18.2%
Q3 2022$100,000
-66.7%
5,776
-59.9%
0.01%
-72.5%
Q2 2022$300,000
-14.8%
14,393
+2.3%
0.04%
+29.0%
Q1 2022$352,000
+1.4%
14,074
+14.0%
0.03%
+10.7%
Q4 2021$347,000
+35.5%
12,345
+33.3%
0.03%
+33.3%
Q3 2021$256,000
-60.6%
9,263
-54.0%
0.02%
-74.4%
Q2 2021$649,000
+11.9%
20,116
+8.4%
0.08%
-8.9%
Q1 2021$580,000
+23.7%
18,562
+22.7%
0.09%
+20.0%
Q4 2020$469,000
+138.1%
15,123
+105.8%
0.08%
+25.0%
Q3 2020$197,0007,3500.06%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2,999,370$84,672,0002.66%
HBW ADVISORY SERVICES LLC 135,165$3,816,0000.88%
Insight Advisors, LLC/ PA 68,283$1,928,0000.57%
Anfield Capital Management, LLC 54,395$1,534,0000.53%
MARIPAU WEALTH MANAGEMENT LLC 15,623$426,0000.40%
Wolf Group Capital Advisors 73,953$2,088,0000.34%
VALLEY NATIONAL ADVISERS INC 64,419$1,819,0000.34%
Archford Capital Strategies, LLC 40,058$1,131,0000.26%
APPLETON PARTNERS INC/MA 112,774$3,184,0000.24%
CreativeOne Wealth, LLC 134,343$3,792,0000.19%
View complete list of GLOBAL X FDS shareholders