INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 150 filers reported holding GLOBAL X FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$6,968
-8.7%
3460.0%0.00%0.0%
Q2 2023$7,636
+6.0%
3460.0%0.00%0.0%
Q1 2023$7,204
+8.2%
3460.0%0.00%0.0%
Q4 2022$6,661
-39.4%
346
-34.5%
0.00%
-50.0%
Q3 2022$11,0000.0%5280.0%0.00%0.0%
Q2 2022$11,000
-35.3%
5280.0%0.00%
-33.3%
Q1 2022$17,000
-77.9%
528
-72.4%
0.00%
-75.0%
Q4 2021$77,000
-18.1%
1,914
-2.0%
0.01%
-20.0%
Q3 2021$94,000
+1.1%
1,9540.0%0.02%0.0%
Q2 2021$93,000
+8.1%
1,954
-0.3%
0.02%
-11.8%
Q1 2021$86,000
-6.5%
1,9590.0%0.02%
-10.5%
Q4 2020$92,000
+24.3%
1,959
-0.1%
0.02%
+11.8%
Q3 2020$74,000
+13.8%
1,961
-0.1%
0.02%
+30.8%
Q2 2020$65,000
+38.3%
1,9630.0%0.01%
+18.2%
Q1 2020$47,000
+14.6%
1,963
+44.1%
0.01%
+22.2%
Q4 2019$41,000
+2.5%
1,362
-2.2%
0.01%0.0%
Q3 2019$40,000
-2.4%
1,3930.0%0.01%0.0%
Q2 2019$41,000
+70.8%
1,393
+61.0%
0.01%
+80.0%
Q1 2019$24,000
+26.3%
8650.0%0.01%
+25.0%
Q4 2018$19,000
-70.3%
865
-61.1%
0.00%
-69.2%
Q3 2018$64,000
+540.0%
2,225
+470.5%
0.01%
+550.0%
Q2 2018$10,0003900.00%
Other shareholders
GLOBAL X FDS shareholders Q1 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