Transform Wealth, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is MLPX and the CUSIP is 37954Y293. A total of 163 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$1,521,403
+78.3%
35,896
+74.9%
0.16%
+107.8%
Q2 2023$853,286
-6.6%
20,526
-10.2%
0.08%
-10.5%
Q1 2023$913,116
-2.0%
22,856
-0.1%
0.09%
-17.3%
Q4 2022$932,102
-39.2%
22,868
-43.1%
0.10%
-54.4%
Q2 2022$1,532,000
-14.4%
40,212
-4.0%
0.23%
+13.4%
Q1 2022$1,790,000
+15.5%
41,896
-4.5%
0.20%
+24.1%
Q4 2021$1,550,000
-61.2%
43,889
-60.6%
0.16%
-64.6%
Q3 2021$3,996,000
+50.6%
111,339
+52.5%
0.46%
+41.4%
Q2 2021$2,654,000
+8.5%
73,033
-5.6%
0.32%
-34.0%
Q1 2021$2,446,000
+214.4%
77,401
+147.7%
0.49%
+269.2%
Q2 2020$778,00031,2540.13%
Other shareholders
GLOBAL X FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 3,511,222$87,359,00012.06%
Arlington Partners LLC 703,224$17,496,0009.83%
BREITER CAPITAL MANAGEMENT INC 158,835$3,952,0003.66%
Verity & Verity, LLC 345,024$8,177,0001.95%
Fortis Advisors, LLC 46,367$1,154,0001.14%
GenTrust, LLC 366,899$9,128,0001.13%
IAG Wealth Partners, LLC 91,902$2,287,0001.11%
EVERGREEN CAPITAL MANAGEMENT LLC 544,068$13,536,0001.02%
SOL Capital Management CO 119,705$2,978,0000.84%
Ameraudi Asset Management, Inc. 49,852$1,240,0000.82%
View complete list of GLOBAL X FDS shareholders