GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,020 | -8.5% | 944 | +0.2% | 0.00% | -33.3% |
| Q2 2023 | $20,795 | +6.0% | 942 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $19,617 | +8.2% | 942 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,136 | -4.5% | 942 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 942 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -33.3% | 940 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $30,000 | -16.7% | 940 | +5.6% | 0.00% | 0.0% |
| Q4 2021 | $36,000 | -16.3% | 890 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $43,000 | +2.4% | 890 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | – | 890 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MIRABELLA FINANCIAL SERVICES LLP | 1,248,968 | $25,554,000 | 2.65% |
| TPB WEALTH ADVISORS | 148,407 | $3,013,000 | 1.44% |
| Stelac Advisory Services LLC | 147,730 | $2,996,000 | 1.36% |
| Essex LLC | 119,591 | $2,425,000 | 0.80% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 62,154 | $1,260,483,000 | 0.76% |
| Joseph P. Lucia & Associates, LLC | 39,218 | $795,000 | 0.62% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 102,839 | $2,148,000 | 0.46% |
| Baltimore-Washington Financial Advisors, Inc. | 257,851 | $5,278,000 | 0.44% |
| Eagle Strategies LLC | 36,840 | $747,000 | 0.39% |
| Atom Investors LP | 47,961 | $973,000 | 0.34% |