Perigon Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 435 filers reported holding GLOBAL X FDS in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$415,454
-51.6%
13,675
-50.0%
0.02%0.0%
Q2 2023$858,960
+142.9%
27,330
+119.1%
0.02%
-15.0%
Q1 2023$353,599
+5.2%
12,473
-1.7%
0.02%
+100.0%
Q4 2022$336,059
+17.5%
12,686
+2.3%
0.01%
-60.0%
Q3 2022$286,000
-13.3%
12,396
-14.4%
0.02%
-10.7%
Q2 2022$330,000
-19.1%
14,482
+0.5%
0.03%
-3.4%
Q1 2022$408,000
-4.9%
14,412
-3.3%
0.03%
-6.5%
Q4 2021$429,000
+32.8%
14,898
+17.0%
0.03%
+10.7%
Q3 2021$323,000
-1.5%
12,730
+0.1%
0.03%
-3.4%
Q2 2021$328,000
+14.7%
12,723
+2.6%
0.03%
+16.0%
Q3 2011$286,00012,3960.02%
Other shareholders
GLOBAL X FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 1,419,388$37,592,0638.38%
Vishria Bird Financial Group, LLC 345,264$9,1466.38%
Evolution Wealth Advisors, LLC 804,656$21,315,4975.37%
Clarus Group, Inc. 217,348$5,757,5365.05%
360 Financial, Inc. 291,989$6,733,2734.38%
Harel Insurance Investments & Financial Services Ltd. 6,834,961$181,7793.99%
MFA WEALTH ADVISORS, LLC 361,342$9,571,9663.47%
Savior LLC 146,302$3,875,5403.46%
Madrona Financial Services, LLC 219,994$5,827,6403.34%
Ameraudi Asset Management, Inc. 290,821$7,703,8563.32%
View complete list of GLOBAL X FDS shareholders