GeoWealth Management, LLC - GLOBAL X FDS ownership

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$199
-14.6%
6,644
-11.5%
0.02%
-8.0%
Q2 2023$233
-2.1%
7,510
-7.1%
0.02%
-10.7%
Q1 2023$238
+22.1%
8,083
+14.7%
0.03%
+33.3%
Q4 2022$195
-98.7%
7,046
+1036.5%
0.02%
+950.0%
Q3 2022$15,000
-21.1%
620
-8.3%
0.00%
-33.3%
Q2 2022$19,000
-9.5%
6760.0%0.00%
+50.0%
Q1 2022$21,000
-89.1%
676
-87.9%
0.00%
-87.5%
Q4 2021$192,000
+910.5%
5,570
+820.7%
0.02%
+700.0%
Q3 2021$19,000
+26.7%
605
+27.9%
0.00%0.0%
Q2 2021$15,000
+275.0%
473
+228.5%
0.00%
+100.0%
Q1 2021$4,0001440.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Daiwa Securities Group Inc. 10,460,000$254,283,0002.30%
Tidal Investments LLC 110,128$2,677,0000.36%
KESTRA PRIVATE WEALTH SERVICES, LLC 134,068$3,349,000,0000.29%
Perennial Investment Advisors, LLC 21,001$511,0000.26%
Financial Architects, Inc 27,040$657,0000.14%
HBW ADVISORY SERVICES LLC 8,332$203,0000.08%
3D ASSET MANAGEMENT, INC 10,487$255,0000.07%
HARVEST GROUP WEALTH MANAGEMENT, LLC 4,029$98,0000.07%
Kingsview Wealth Management, LLC 18,490$449,0000.04%
NewEdge Advisors, LLC 43,893$1,067,0000.04%
View complete list of GLOBAL X FDS shareholders