NewEdge Advisors, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in CPTL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 CPTL | $13,827 | 414 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 CPTL | $12,362 | 414 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CPTL | $13,896 | 448 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CPTL | $13,211 | 448 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 CPTL | $2,073 | 1,967 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 CPTL | $398,231 | 11,553 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 CPTL | $387,076 | 12,343 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 CPTL | $456,842 | 14,597 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 CPTL | $417,486 | 14,322 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 CPTL | $2,947,620 | 108,011 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 CPTL | $1,067,038 | 43,893 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 CPTL | $1,028,108 | 46,584 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 CPTL | $286,464 | 15,701 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||