Gladstone Institutional Advisory LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1766530
Bedminster, NJ
All Filings in CPTL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 CPTL | $222,650 | 5,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CPTL | $865,452 | 22,140 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 CPTL | $1,090,127 | 27,852 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 CPTL | $3,125,327 | 84,514 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 CPTL | $5,548,650 | 153,193 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 CPTL | $7,240,452 | 216,780 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 CPTL | $6,429,962 | 215,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CPTL | $6,730,037 | 216,958 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 CPTL | $7,486,213 | 253,856 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 CPTL | $6,626,466 | 239,309 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 CPTL | $2,283,374 | 89,509 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 CPTL | $1,660,076 | 62,117 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 CPTL | $1,755,596 | 54,160 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 CPTL | $1,949,657 | 56,561 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 CPTL | $1,514,437 | 48,292 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||