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CPTL
Global X Morningstar Capital Allocation Leaders ETF
CPTL
CPTL
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $37K | – | – | – |
|
|
TWM
27
Tradition Wealth Management
Edina,
Minnesota
| $24K | +$22.5K | +869 | New |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $15K | +$13.8K | +533 | New |
|
29
Citigroup
New York
| $3K | -$5.45K | -210 | -68% |
|
|
BW
30
Bison Wealth
Atlanta,
Georgia
| $1K | – | – | – |
|
|
3LCM
31
3D/L Capital Management
Hartford,
Connecticut
| $1K | +$504K | +19,430 | New |
|
32
Goldman Sachs
New York
| – | -$486K | -20,000 | Closed |
|
|
FHA
33
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$8K | -340 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$4K | -152 | Closed |
|
|
VNA
35
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$3K | -117 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$156 | -6 | -75% |
|