BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$1,678
+2.3%
260.0%0.00%
Q1 2023$1,640
+9.3%
260.0%0.00%
Q4 2022$1,500
-50.0%
26
-49.0%
0.00%
Q3 2022$3,000
-25.0%
510.0%0.00%
Q2 2022$4,0000.0%510.0%0.00%
Q1 2022$4,000
-69.2%
51
-66.0%
0.00%
-100.0%
Q4 2021$13,000
+8.3%
1500.0%0.00%0.0%
Q3 2021$12,000
+9.1%
1500.0%0.00%0.0%
Q2 2021$11,000
+22.2%
1500.0%0.00%0.0%
Q1 2021$9,0000.0%1500.0%0.00%0.0%
Q4 2020$9,0001500.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 428,467$36,180,0006.75%
Legend Financial Advisors, Inc. 112,610$9,509,0006.63%
James Reed Financial Services, Inc. 129,141$5,468,0005.19%
Coco Enterprises, LLC 68,088$5,757,0004.52%
MFA WEALTH ADVISORS, LLC 104,777$8,848,0003.74%
Gerber Kawasaki Wealth & Investment Management 509,124$42,989,0003.42%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 70,851$5,983,0003.36%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 79,276$6,694,0002.97%
McGowan Group Asset Management, Inc. 153,692$12,978,0002.28%
JUNCTURE WEALTH STRATEGIES, LLC 52,030$4,393,0002.09%
View complete list of GLOBAL X FDS shareholders