MARK SHEPTOFF FINANCIAL PLANNING, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 195 filers reported holding GLOBAL X FDS in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.1%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$231,714
-41.6%
4,200
-31.1%
0.15%
-34.1%
Q2 2023$396,622
+3.2%
6,100
+0.8%
0.23%
+1.3%
Q1 2023$384,478
-4.9%
6,050
-12.3%
0.22%
-5.9%
Q4 2022$404,409
-17.3%
6,900
-6.8%
0.24%
-20.5%
Q3 2022$489,000
+74.6%
7,400
+92.2%
0.30%
+85.1%
Q2 2022$280,000
+5.3%
3,850
+11.6%
0.16%
+20.1%
Q1 2022$266,000
-4.7%
3,450
+4.5%
0.13%
+0.8%
Q4 2021$279,000
+3.3%
3,3000.0%0.13%
-10.7%
Q3 2021$270,000
+831.0%
3,300
+725.0%
0.15%
+831.2%
Q2 2021$29,000
+26.1%
4000.0%0.02%
+23.1%
Q1 2021$23,000
-8.0%
4000.0%0.01%
-7.1%
Q4 2020$25,0004000.01%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Wright Fund 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