AllSquare Wealth Management LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 410 filers reported holding GLOBAL X FDS in Q4 2022. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$118,284
-29.9%
2,144
-21.9%
0.08%
-30.0%
Q2 2023$168,783
-3.2%
2,7440.0%0.11%
-2.7%
Q1 2023$174,381
+8.4%
2,7440.0%0.11%
+2.7%
Q4 2022$160,826
-11.1%
2,7440.0%0.11%
-16.0%
Q3 2022$181,000
-9.0%
2,7440.0%0.13%
-3.0%
Q2 2022$199,000
-5.7%
2,7440.0%0.14%
+6.3%
Q1 2022$211,000
-9.1%
2,7440.0%0.13%
-5.9%
Q4 2021$232,000
+3.1%
2,7440.0%0.14%
+0.7%
Q3 2021$225,000
+13.1%
2,7440.0%0.13%
+15.5%
Q2 2021$199,000
+18.5%
2,744
-4.4%
0.12%
+11.5%
Q1 2021$168,000
+5500.0%
2,869
+2769.0%
0.10%
+5100.0%
Q2 2018$3,0000.0%1000.0%0.00%0.0%
Q1 2018$3,000
-25.0%
1000.0%0.00%
-33.3%
Q4 2017$4,0001000.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2022
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