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Get Institutions for : 
Global X Funds Global X Fintech (FINX)  
$26.10 0.04 (0.15%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    4
Total shares held : 
5,319,045  
% of shares held : 
26.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
294,540  
% of shares held change : 
  1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$19.98  
Last Quarter's Ending Price : 
$25.57  
Last Quarter's Average Price
$21.48  
Change from last quarter's     
avg. price to the last closing  : 
4.62 (21.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 240,639
 4.52%
 
Increased Positions :
23
 545,960
 10.26%
 
Unchanged Positions :
31
 60,171
 1.13%
 
Decreased Positions :
43
-444,782
-8.36%
 
Closed Positions :
10
-47,277
-0.89%
 
Guru Positions :
1
24,340
 0.46%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MEITAV DASH INVESTMENTS LTD 178 - 2024-03-31 15,978 $445,000 0
   NATIONAL BANK OF CANADA /FI/ 1265 - 2023-12-31 8,920 $222,000 0
   Accretive Wealth Partners LLC 124 - 2024-03-31 8,400 $213,000 0
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 68 - 2023-03-31 10,050 $209,000 0
   BARCLAYS PLC 3470 - 2023-12-31 6,020 $154,000 0
   US BANCORP 2586 - 2024-03-31 2,115 $59,000 0
   Migdal Insurance & Financial Holdings Ltd. 271 - 2024-03-31 1,960 $55,000 0
   Capital Investment Advisory Services LLC 657 - 2024-03-31 1,725 $48,000 0
   Legend Financial Advisors Inc. 76 - 2024-03-31 1,000 $28,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 492 - 2023-12-31 1,103 $28,000 0
   Financial Advisory Service Inc. 381 - 2024-03-31 944 $26,000 0
   AdvisorNet Financial Inc 1164 - 2024-03-31 533 $15,000 0
   Parallel Advisors LLC 2152 - 2024-03-31 507 $14,000 0
   Farther Finance Advisors LLC 1505 - 2023-12-31 500 $13,000 0
   JFS WEALTH ADVISORS, LLC 747 - 2024-03-31 418 $12,000 0
   PRIVATE TRUST CO NA 1610 - 2024-03-31 386 $11,000 0
   HOLLENCREST SECURITIES LLC 712 - 2024-03-31 375 $10,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 414 - 2024-03-31 346 $10,000 0
   Spire Wealth Management 1819 - 2024-03-31 236 $7,000 0
   Archer Investment Corp 689 - 2024-03-31 248 $7,000 0
   GRADIENT INVESTMENTS LLC 696 - 2024-03-31 200 $6,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 447 - 2024-03-31 127 $4,000 0
   Coppell Advisory Solutions LLC 1213 - 2023-12-31 100 $3,000 0
   IFP Advisors Inc 2581 - 2023-12-31 135 $3,000 0
   Ritter Daniher Financial Advisory LLC / DE 301 - 2023-12-31 130 $3,000 0
   SANDY SPRING BANK 1041 - 2024-03-31 80 $2,000 0
   TD Waterhouse Canada Inc. 1740 - 2024-03-31 55 $1,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 694 - 2024-03-31 25 $1,000 0
   Hexagon Capital Partners LLC 1331 - 2024-03-31 30 $1,000 0
   DHJJ Financial Advisors Ltd. 733 - 2024-03-31 12 $0 0
   PROEQUITIES INC. 7143 - 2024-03-31 0 $0 0

  31 Records found
  1    
  Page 1 of 1
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