BerganKDV Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 361 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.

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 Q3 2021
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