GeoWealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 169 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$323
-3.9%
16,104
+5.9%
0.04%
+2.8%
Q2 2023$336
+40.0%
15,212
+32.0%
0.04%
+28.6%
Q1 2023$240
+20.0%
11,523
+10.6%
0.03%
+33.3%
Q4 2022$200
-99.9%
10,416
+26.1%
0.02%
+16.7%
Q3 2022$167,000
+40.3%
8,257
+46.6%
0.02%
+12.5%
Q2 2022$119,000
-32.0%
5,633
+2.9%
0.02%
+6.7%
Q1 2022$175,000
-36.6%
5,476
-20.2%
0.02%
-34.8%
Q4 2021$276,000
-4.5%
6,861
+14.3%
0.02%
-4.2%
Q3 2021$289,000
-69.6%
6,005
-69.9%
0.02%
-80.0%
Q2 2021$951,000
+17.8%
19,972
+9.1%
0.12%
-4.8%
Q1 2021$807,000
+63.4%
18,299
+72.4%
0.13%
+59.5%
Q4 2020$494,00010,6160.08%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Baltimore-Washington Financial Advisors, Inc. 264,603$6,392,0001.15%
Sargent Investment Group, LLC 24,987$604,0000.28%
Mirador Capital Partners LP 20,392$585,0000.24%
Sowell Financial Services LLC 80,912$1,955,0000.14%
Brinker Capital Investments, LLC 101,584$2,454,0000.11%
Merit Financial Group, LLC 39,375$951,0000.11%
Archford Capital Strategies, LLC 9,576$231,0000.09%
EPG Wealth Management LLC 4,004$97,0000.07%
CreativeOne Wealth, LLC 15,170$366,0000.07%
STEPHENS INC /AR/ 93,873$2,268,0000.06%
View complete list of GLOBAL X FDS shareholders