Wealthspire Advisors, 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
Wealthspire Advisors, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$307,449
-25.7%
5,573
-12.4%
0.01%
-28.6%
Q2 2023$413,863
+2.3%
6,365
-0.0%
0.01%0.0%
Q1 2023$404,697
+8.8%
6,368
+0.3%
0.01%0.0%
Q4 2022$372,037
-13.3%
6,348
-2.2%
0.01%
-22.2%
Q3 2022$429,000
-3.8%
6,488
+5.6%
0.01%0.0%
Q2 2022$446,000
-10.3%
6,142
-4.8%
0.01%
-18.2%
Q1 2022$497,000
+15.9%
6,451
+26.9%
0.01%
+22.2%
Q4 2021$429,000
-2.1%
5,085
-4.8%
0.01%0.0%
Q3 2021$438,000
+23.7%
5,342
+9.5%
0.01%0.0%
Q2 2021$354,000
+34.6%
4,880
+8.3%
0.01%
+50.0%
Q1 2021$263,000
+12.9%
4,506
+19.6%
0.01%
-14.3%
Q4 2020$233,0003,7690.01%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
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