LRI Investments, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 2023325
PALM BEACH GARDENS, FL
All Filings in CPTL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CPTL | $1,911 | 46 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 CPTL | $1,997 | 46 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 CPTL | $1,984 | 46 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||