SVB WEALTH LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 137 filers reported holding GLOBAL X FDS in Q4 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q4 2022$334,068
-5.1%
17,3540.0%0.01%0.0%
Q3 2022$352,000
-1.1%
17,354
+3.9%
0.01%0.0%
Q2 2022$356,000
-35.4%
16,700
-2.9%
0.01%
-28.6%
Q1 2022$551,000
-20.0%
17,2000.0%0.01%
-36.4%
Q4 2021$689,000
+131.2%
17,200
+177.4%
0.01%
+175.0%
Q3 2021$298,000
-63.7%
6,200
-64.0%
0.00%
-60.0%
Q2 2021$820,000
+2.9%
17,200
-4.8%
0.01%
-9.1%
Q1 2021$797,000
+10.1%
18,072
+16.6%
0.01%0.0%
Q4 2020$724,000
+22.9%
15,5000.0%0.01%
+10.0%
Q3 2020$589,000
+15.0%
15,500
+0.6%
0.01%0.0%
Q2 2020$512,000
+37.6%
15,4000.0%0.01%
+11.1%
Q1 2020$372,000
-20.2%
15,400
+0.3%
0.01%
+12.5%
Q4 2019$466,00015,3500.01%
Other shareholders
GLOBAL X FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stelac Advisory Services LLC 203,021$9,578,0002.48%
Baltimore-Washington Financial Advisors, Inc. 300,048$14,015,0001.53%
Sargent Investment Group, LLC 75,455$3,525,0001.11%
Camelot Portfolios, LLC 32,140$1,501,0000.78%
Merit Financial Group, LLC 109,802$5,129,0000.50%
Legend Financial Advisors, Inc. 12,326$576,0000.47%
TriaGen Wealth Management LLC 16,309$762,0000.45%
Castle Rock Wealth Management, LLC 19,134$906,0000.38%
Mirador Capital Partners LP 22,676$1,059,0000.29%
IBEX WEALTH ADVISORS 23,147$1,081,0000.28%
View complete list of GLOBAL X FDS shareholders