Synergy Asset Management, LLC - GLOBAL X FDS ownership

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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%.

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Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2023$221,853
-1.4%
3,491
+2.3%
0.05%
-13.1%
Q3 2022$225,000
-31.0%
3,414
-24.2%
0.06%
-29.1%
Q2 2022$326,000
+41.1%
4,502
+64.2%
0.09%
+56.4%
Q4 2021$231,000
-36.2%
2,742
-37.8%
0.06%
-34.5%
Q3 2021$362,000–4,411–0.08%–
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Other shareholders
GLOBAL X FDS shareholders Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 76,831$4,882,6112.63%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,524$4,736,0162.47%
Susquehanna International Group Ltd. 64,000$4,067,2002.31%
MFA WEALTH ADVISORS, LLC 102,837$6,535,2992.15%
Gerber Kawasaki Wealth & Investment Management 406,441$25,829,5272.04%
Cavalier Investments, LLC 76,800$4,880,6402.00%
Prosperity Financial Group, Inc. 27,787$1,765,8681.79%
JUNCTURE WEALTH STRATEGIES, LLC 41,724$2,651,5601.31%
HERBST GROUP, LLC 27,892$1,772,5651.25%
Simplicity Wealth,LLC 29,312$1,862,8091.24%
View complete list of GLOBAL X FDS shareholders