Castle Rock Wealth 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
Castle Rock Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q4 2021$537,000
-52.3%
16,252
-24.4%
0.22%
-43.1%
Q3 2021$1,125,000
+8.1%
21,490
+0.3%
0.38%
+0.8%
Q2 2021$1,041,000
+7.1%
21,430
+3.8%
0.38%
-2.6%
Q1 2021$972,000
+7.3%
20,641
+7.9%
0.39%
+4.0%
Q4 2020$906,000
+45.4%
19,134
+22.5%
0.38%
-7.6%
Q3 2020$623,00015,6220.41%
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