BerganKDV Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 441 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is 0.68 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 Q1 2022
NameSharesValueWeighting ↓
Kraft, Davis & Associates, LLC 150,391$7,933,2242.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 74,407$4,105,0352.18%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 77,959$4,301,0062.06%
MFA WEALTH ADVISORS, LLC 118,265$6,524,6652.03%
Gerber Kawasaki Wealth & Investment Management 348,430$19,222,9271.31%
JUNCTURE WEALTH STRATEGIES, LLC 40,356$2,226,4411.09%
HERBST GROUP, LLC 26,574$1,466,0881.05%
Susquehanna International Group Ltd. 69,919$3,857,4310.91%
Carmel Capital Management L.L.C. 28,600$1,577,8620.89%
DHK Financial Advisors, Inc. 12,728$702,2160.63%
View complete list of GLOBAL X FDS shareholders