FFWA
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FRG Family Wealth Advisors’s Global X Cloud Computing ETF CLOU Stock Holding History

FRG Family Wealth Advisors’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,536
Closed -$152K – 181
2024
Q1 		$152K Buy
+7,536
New +$167K 0.03% 150
2021
Q4 		– Sell
-7,390
Closed -$216K – 145
2021
Q3 		$216K Hold
7,390
– – 0.04% 131
2021
Q2 		$211K Buy
+7,390
New +$198K 0.04% 135
2021
Q1 		– Sell
-7,390
Closed -$206K – 134
2020
Q4 		$206K Buy
+7,390
New +$190K 0.04% 128

Other funds holding CLOU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return