BELLEVUE ASSET MANAGEMENT, 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
BELLEVUE ASSET MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$30,476
-15.1%
552
+0.2%
0.02%
-13.0%
Q2 2023$35,886
-46.3%
551
-47.6%
0.02%
-48.9%
Q1 2023$66,850
-4.5%
1,051
-12.4%
0.04%
-16.7%
Q4 2022$69,964
-12.5%
1,2000.0%0.05%
-12.9%
Q3 2022$80,000
-8.0%
1,2000.0%0.06%
-1.6%
Q2 2022$87,000
-6.5%
1,2000.0%0.06%
+10.5%
Q1 2022$93,000
-7.9%
1,2000.0%0.06%
-5.0%
Q4 2021$101,000
+2.0%
1,2000.0%0.06%
-1.6%
Q3 2021$99,000
+13.8%
1,2000.0%0.06%
+15.1%
Q2 2021$87,000
+24.3%
1,2000.0%0.05%
+23.3%
Q1 2021$70,000
-18.6%
1,2000.0%0.04%
-18.9%
Q4 2020$86,000
+79.2%
1,2000.0%0.05%
+55.9%
Q3 2020$48,000
+26.3%
1,2000.0%0.03%
-12.8%
Q2 2020$38,000
+26.7%
1,2000.0%0.04%
+25.8%
Q1 2020$30,000
+3.4%
1,200
+14.3%
0.03%
+40.9%
Q4 2019$29,0001,0500.02%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
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