Joel Isaacson & Co., LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 376 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$445,893
-17.8%
8,082
-3.1%
0.03%
-13.9%
Q2 2023$542,333
+6.1%
8,341
+3.7%
0.04%
-2.7%
Q1 2023$511,007
+9.2%
8,041
+0.7%
0.04%
+2.8%
Q4 2022$467,941
-15.1%
7,984
-4.2%
0.04%
-25.0%
Q3 2022$551,000
-10.0%
8,335
-1.1%
0.05%
-5.9%
Q2 2022$612,000
+4.8%
8,428
+3.9%
0.05%
+18.6%
Q1 2022$584,000
-14.6%
8,113
+0.2%
0.04%
-8.5%
Q4 2021$684,0008,1000.05%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders