WealthPLAN Partners, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is SOCL and the CUSIP is 37950E416. A total of 51 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.0%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2016$3,827,000
+21.8%
150
-50.0%
0.00%
Q2 2016$3,143,000
+5.2%
300
-33.3%
0.00%
Q4 2015$2,987,000
+99466.7%
450
+200.0%
0.00%
-100.0%
Q2 2015$3,0000.0%1500.0%0.00%0.0%
Q1 2015$3,0001500.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Joseph P. Lucia & Associates, LLC 25,500$914,1750.64%
Daiwa Securities Group Inc. 715,000$25,6330.18%
SOA Wealth Advisors, LLC. 13,913$498,7690.12%
NBC SECURITIES, INC. 22,500$8060.09%
Archford Capital Strategies, LLC 7,742$277,5530.06%
Virtu Financial LLC 7,502$2690.03%
PNC FINANCIAL SERVICES GROUP, INC. 607,415$21,775,8290.02%
Manchester Capital Management LLC 2,000$71,7000.01%
Integrated Wealth Concepts LLC 8,554$306,6720.01%
Founders Capital Management 200$7,1700.01%
View complete list of GLOBAL X FDS shareholders