Prestige Wealth Management Group LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is SOCL and the CUSIP is 37950E416. A total of 55 filers reported holding GLOBAL X FDS in Q2 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$5,715
-2.0%
1590.0%0.00%0.0%
Q2 2023$5,834
-0.6%
1590.0%0.00%0.0%
Q1 2023$5,868
+19.4%
1590.0%0.00%0.0%
Q4 2022$4,916
+22.9%
1590.0%0.00%0.0%
Q3 2022$4,000
-20.0%
159
+0.6%
0.00%0.0%
Q2 2022$5,000
-28.6%
1580.0%0.00%
-50.0%
Q1 2022$7,000
-22.2%
1580.0%0.00%0.0%
Q4 2021$9,000
-10.0%
1580.0%0.00%
-33.3%
Q3 2021$10,000
-9.1%
1580.0%0.00%0.0%
Q2 2021$11,0000.0%1580.0%0.00%0.0%
Q1 2021$11,0001580.00%
Other shareholders
GLOBAL X FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Joseph P. Lucia & Associates, LLC 31,330$1,326,0000.81%
Daiwa Securities Group Inc. 1,385,000$58,627,0000.37%
Archford Capital Strategies, LLC 19,630$870,0000.19%
SOA Wealth Advisors, LLC. 14,244$602,0000.15%
CreativeOne Wealth, LLC 57,407$2,430,0000.13%
Realta Investment Advisors 6,051$256,0000.05%
Selective Wealth Management, Inc. 3,300$140,0000.05%
Covestor Ltd 1,776$75,0000.05%
CREATIVE FINANCIAL DESIGNS INC /ADV 7,719$327,0000.05%
Quantitative Advantage, LLC 5,112$216,0000.03%
View complete list of GLOBAL X FDS shareholders