Capital Asset Advisory Services LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 169 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2022$10,000
+11.1%
454
+61.6%
0.00%0.0%
Q1 2022$9,000
-18.2%
281
+12.0%
0.00%0.0%
Q4 2021$11,000
-8.3%
251
+3.7%
0.00%0.0%
Q3 2021$12,0000.0%2420.0%0.00%0.0%
Q2 2021$12,000
+9.1%
2420.0%0.00%
-50.0%
Q1 2021$11,0000.0%242
-1.2%
0.00%0.0%
Q4 2020$11,0002450.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Stelac Advisory Services LLC 203,021$9,578,0002.48%
Baltimore-Washington Financial Advisors, Inc. 300,048$14,015,0001.53%
Sargent Investment Group, LLC 75,455$3,525,0001.11%
Camelot Portfolios, LLC 32,140$1,501,0000.78%
Merit Financial Group, LLC 109,802$5,129,0000.50%
Legend Financial Advisors, Inc. 12,326$576,0000.47%
TriaGen Wealth Management LLC 16,309$762,0000.45%
Castle Rock Wealth Management, LLC 19,134$906,0000.38%
Mirador Capital Partners LP 22,676$1,059,0000.29%
IBEX WEALTH ADVISORS 23,147$1,081,0000.28%
View complete list of GLOBAL X FDS shareholders