BerganKDV Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 309 filers reported holding GLOBAL X FDS in Q2 2021. The put-call ratio across all filers is 0.83 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 Q2 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 76,831$4,882,6112.63%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,524$4,736,0162.47%
Susquehanna International Group Ltd. 64,000$4,067,2002.31%
MFA WEALTH ADVISORS, LLC 102,837$6,535,2992.15%
Gerber Kawasaki Wealth & Investment Management 406,441$25,829,5272.04%
Cavalier Investments, LLC 76,800$4,880,6402.00%
Prosperity Financial Group, Inc. 27,787$1,765,8681.79%
JUNCTURE WEALTH STRATEGIES, LLC 41,724$2,651,5601.31%
HERBST GROUP, LLC 27,892$1,772,5651.25%
Simplicity Wealth,LLC 29,312$1,862,8091.24%
View complete list of GLOBAL X FDS shareholders