Congress Wealth Management LLC / DE / - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is KRMA and the CUSIP is 37954Y731. A total of 42 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$472,802
+9.4%
15,834
+13.7%
0.01%0.0%
Q2 2023$432,139
+5.6%
13,931
+0.4%
0.01%0.0%
Q1 2023$409,055
+8.8%
13,871
+2.2%
0.01%0.0%
Q4 2022$375,891
+21.6%
13,575
+11.8%
0.01%
+25.0%
Q3 2022$309,000
-4.0%
12,141
+0.6%
0.01%0.0%
Q2 2022$322,000
-47.6%
12,068
-36.3%
0.01%
-38.5%
Q1 2022$614,000
-6.3%
18,932
-0.4%
0.01%0.0%
Q4 2021$655,00019,0110.01%
Other shareholders
GLOBAL X FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Daiwa Securities Group Inc. 12,920,000$385,7912.75%
Smart Portfolios, LLC 17,369$518,6380.93%
Gladstone Institutional Advisory LLC 215,337$6,429,9630.42%
US FINANCIAL ADVISORS, LLC 30,540$911,9240.38%
3D/L Capital Management, LLC 25,740$768,6130.25%
Perennial Investment Advisors, LLC 29,333$875,8650.16%
Syntegra Private Wealth Group, LLC 11,247$335,8350.05%
Kingsview Wealth Management, LLC 34,715$1,036,5900.04%
HBW ADVISORY SERVICES LLC 5,446$1630.03%
CreativeOne Wealth, LLC 13,787$4120.03%
View complete list of GLOBAL X FDS shareholders