Orgel Wealth Management, LLC - GLOBAL X FDS ownership

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q4 2018$44,547,000
-15.6%
4,075,656
+3.2%
13.45%
-41.7%
Q3 2018$52,785,000
+0.3%
3,950,946
-0.0%
23.09%
+77.9%
Q2 2018$52,628,000
+16.1%
3,951,032
+2.6%
12.98%
+15.7%
Q1 2018$45,330,000
+10040.9%
3,851,312
+11608.3%
11.22%
+10288.0%
Q4 2017$447,00032,8940.11%
Other shareholders
GLOBAL X FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 4,320,679$55,910,00017.23%
Arlington Partners LLC 1,322,577$17,114,0007.66%
Callan Capital, LLC 1,450,057$18,764,0006.04%
Tiller Private Wealth, Inc. 554,410$7,174,0006.04%
3D ASSET MANAGEMENT, INC 1,112,671$14,398,0003.51%
REGENTATLANTIC CAPITAL LLC 3,941,492$51,003,0003.44%
Apollon Wealth Management, LLC 169,258$2,190,0002.52%
NORTHWEST INVESTMENT COUNSELORS, LLC 476,145$6,161,0002.28%
Columbus Macro, LLC 618,187$7,999,0001.72%
Pinnacle Advisory Group, Inc. 1,748,913$22,631,0001.57%
View complete list of GLOBAL X FDS shareholders