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 ↓
CPR Investments Inc. 129,650$9,980,0008.26%
Portfolio Strategies, Inc. 423,494$32,582,0006.09%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 100,384$7,727,0003.50%
Gerber Kawasaki Wealth & Investment Management 538,076$41,421,0003.38%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 72,023$5,544,0003.29%
JUNCTURE WEALTH STRATEGIES, LLC 55,748$4,291,0002.04%
McGowan Group Asset Management, Inc. 146,299$11,262,0001.73%
Cavalier Investments, LLC 81,455$6,270,0001.64%
Lattice Capital Management, LLC 14,100$1,019,007,0001.45%
HERBST GROUP, LLC 28,366$2,184,0001.43%
View complete list of GLOBAL X FDS shareholders