Creative Planning - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 377 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$1,529,197
-12.9%
41,307
-6.3%
0.00%0.0%
Q1 2024$1,755,016
+48.0%
44,085
+28.2%
0.00%0.0%
Q4 2023$1,185,583
+26.2%
34,400
+11.2%
0.00%
+100.0%
Q3 2023$939,773
-0.0%
30,934
+3.4%
0.00%0.0%
Q2 2023$940,097
+0.7%
29,911
-9.2%
0.00%0.0%
Q1 2023$933,692
+10.6%
32,934
+3.3%
0.00%0.0%
Q4 2022$844,177
+163.0%
31,868
+129.0%
0.00%0.0%
Q3 2022$321,000
+11.8%
13,914
+10.4%
0.00%
Q2 2022$287,000
+451.9%
12,602
+586.8%
0.00%
Q1 2022$52,000
-80.3%
1,835
-82.4%
0.00%
Q3 2021$264,000
-61.1%
10,402
-61.6%
0.00%
-100.0%
Q1 2021$679,00027,0780.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Evolution Wealth Advisors, LLC 781,156$31,097,8295.96%
LWM Advisory Services, LLC 180,739$7,195,2065.77%
Moss Adams Wealth Advisors LLC 854,373$34,012,5905.46%
Clarus Group, Inc. 193,857$7,717,4635.40%
Vishria Bird Financial Group, LLC 314,632$12,5265.36%
Harel Insurance Investments & Financial Services Ltd. 6,833,801$272,0545.27%
Riggs Asset Managment Co. Inc. 445,815$17,747,8965.18%
Sage Capital Management, LLC 228,774$9,107,4814.94%
Ameraudi Asset Management, Inc. 260,862$10,384,9204.84%
360 Financial, Inc. 306,419$12,198,5524.74%
View complete list of GLOBAL X FDS shareholders