Synergy Asset Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is COPX and the CUSIP is 37954Y830. A total of 132 filers reported holding GLOBAL X FDS in Q4 2021. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2023$211,666
+0.5%
5,468
-8.0%
0.05%
-5.6%
Q4 2022$210,667
-36.2%
5,946
-38.5%
0.05%
-29.9%
Q3 2021$330,000
+30.4%
9,661
+42.0%
0.08%
+14.9%
Q2 2021$253,0006,8050.07%
Other shareholders
GLOBAL X FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Cadence Wealth Management LLC 191,872$7,128,0006.02%
Legend Financial Advisors, Inc. 240,595$8,938,0005.75%
Delos Wealth Advisors, LLC 49,898$1,854,0002.32%
Proficio Capital Partners LLC 355,550$13,209,0000.99%
Phoenix Holdings Ltd. 1,295,514$48,275,0000.92%
FWL INVESTMENT MANAGEMENT, LLC 39,417$1,464,0000.89%
London & Capital Asset Management Ltd 259,054$9,624,0000.79%
Privium Fund Management (UK) Ltd 22,000$817,0000.57%
Weil Company, Inc. 25,217$937,0000.47%
Fermata Advisors, LLC 21,194$787,0000.46%
View complete list of GLOBAL X FDS shareholders