Wambolt & Associates, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 376 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$285,638
-13.6%
5,273
+3.7%
0.10%
-11.9%
Q2 2023$330,497
+14.8%
5,083
+11.8%
0.12%
+15.7%
Q1 2023$287,825
+10.9%
4,547
+2.6%
0.10%
+2.0%
Q4 2022$259,642
-6.6%
4,430
+5.5%
0.10%
-15.3%
Q3 2022$278,000
-5.1%
4,200
+3.9%
0.12%0.0%
Q2 2022$293,000
-4.6%
4,041
+2.9%
0.12%
+5.4%
Q1 2022$307,000
+38.3%
3,927
+49.4%
0.11%
+40.0%
Q4 2021$222,0002,6290.08%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders