MAI Capital Management
Position in CPTL — Global X Conscious Companies ETF
CIK 1040197
INDEPENDENCE, OH
All Filings in CPTL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CPTL | $12,256 | 295 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 CPTL | $12,548 | 289 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CPTL | $12,469 | 289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 CPTL | $11,629 | 288 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CPTL | $10,733 | 288 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CPTL | $11,179 | 286 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||