HERITAGE WEALTH MANAGEMENT, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is BUG and the CUSIP is 37954Y384. A total of 148 filers reported holding GLOBAL X FDS in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q4 2022$1,453
-92.7%
70
-91.6%
0.00%
-100.0%
Q3 2022$20,000
-99.9%
8350.0%0.01%
-14.3%
Q2 2022$20,875,000
+80188.5%
8350.0%0.01%0.0%
Q1 2022$26,000
+4.0%
8350.0%0.01%
-22.2%
Q3 2021$25,000
+2400.0%
835
+2285.7%
0.01%
Q2 2021$1,0000.0%350.0%0.00%
-100.0%
Q1 2021$1,000350.00%
Other shareholders
GLOBAL X FDS shareholders Q2 2022
NameSharesValueWeighting ↓
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 168,636$4,096,1681.96%
Pinnacle Wealth Management Group, Inc. 68,294$1,658,8611.51%
Masso Torrence Wealth Management Inc. 78,919$1,916,9431.47%
Brendel Financial Advisors LLC 28,666$6961.03%
WealthBridge Investment Counsel Inc. 95,300$2,3151.01%
HERBST GROUP, LLC 54,659$1,327,6670.95%
Biltmore Family Office, LLC 110,598$2,686,4310.61%
Essex LLC 88,654$2,153,4060.60%
Black Swift Group, LLC 71,015$1,724,9540.56%
All Season Financial Advisors, Inc. 19,173$465,7120.47%
View complete list of GLOBAL X FDS shareholders