Key Client Fiduciary Advisors, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 101 filers reported holding GLOBAL X FDS in Q2 2024. The put-call ratio across all filers is 0.13 and the average weighting 0.0%.

Quarter-by-quarter ownership
Key Client Fiduciary Advisors, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$297,788
-12.6%
11,836
-3.3%
0.15%
-18.2%
Q1 2024$340,888
+8.9%
12,236
-0.1%
0.18%
-0.5%
Q4 2023$313,124
+27.0%
12,2460.0%0.18%
+20.5%
Q3 2023$246,630
-10.2%
12,246
-1.6%
0.15%
-5.6%
Q2 2023$274,676
-6.8%
12,446
-12.0%
0.16%
-13.0%
Q1 2023$294,576
+4.7%
14,149
-3.2%
0.18%
-3.2%
Q4 2022$281,313
+13.9%
14,614
+20.0%
0.19%
-14.8%
Q3 2022$247,000
-5.7%
12,179
-1.0%
0.22%
-12.5%
Q2 2022$262,000
-24.1%
12,308
+14.3%
0.26%
-6.6%
Q1 2022$345,000
-13.3%
10,765
+8.3%
0.27%
-17.0%
Q4 2021$398,0009,9410.33%
Other shareholders
GLOBAL X FDS shareholders Q2 2024
NameSharesValueWeighting ↓
TPB WEALTH ADVISORS 99,265$4,726,0003.05%
Conservest Capital Advisors, Inc. 405,760$19,343,0002.18%
Stelac Advisory Services LLC 170,137$8,032,0001.83%
Baltimore-Washington Financial Advisors, Inc. 341,527$16,280,0001.52%
Sargent Investment Group, LLC 99,282$4,733,0001.12%
Joseph P. Lucia & Associates, LLC 34,862$1,662,0000.99%
STRATEGIC WEALTH MANAGEMENT INC 33,536$1,599,0000.86%
TriaGen Wealth Management LLC 23,716$1,114,0000.57%
Castle Rock Wealth Management, LLC 21,430$1,041,0000.38%
Merit Financial Group, LLC 81,270$3,874,0000.36%
View complete list of GLOBAL X FDS shareholders