MONTAG A & ASSOCIATES INC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 195 filers reported holding GLOBAL X FDS in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.1%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$24,772
-21.7%
449
-7.4%
0.00%0.0%
Q2 2023$31,636
+2.6%
4850.0%0.00%0.0%
Q1 2023$30,822
-6.7%
485
-13.2%
0.00%0.0%
Q4 2022$33,052
-41.0%
559
-33.6%
0.00%
-50.0%
Q3 2022$56,000
-8.2%
8420.0%0.00%0.0%
Q2 2022$61,000
-6.2%
8420.0%0.00%
+33.3%
Q1 2022$65,000
+3.2%
842
+12.9%
0.00%0.0%
Q4 2021$63,000
+40.0%
746
+36.1%
0.00%
+50.0%
Q3 2021$45,000
+66.7%
548
+45.0%
0.00%
+100.0%
Q2 2021$27,000
+107.7%
378
+68.0%
0.00%0.0%
Q1 2021$13,000
+85.7%
225
+95.7%
0.00%
Q4 2020$7,0001150.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders