Circle Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 440 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$673,858
-3.1%
22,181
+0.2%
0.02%
-81.5%
Q2 2023$695,671
+10.9%
22,1340.0%0.09%
+1.1%
Q1 2023$627,499
+1.6%
22,134
-5.1%
0.09%
-4.2%
Q4 2022$617,799
-12.4%
23,322
-23.7%
0.10%
-18.1%
Q3 2022$705,000
+1.3%
30,5540.0%0.12%
+4.5%
Q2 2022$696,000
-55.4%
30,554
-44.6%
0.11%
-45.9%
Q1 2022$1,559,000
+412.8%
55,129
+421.3%
0.20%
+412.5%
Q4 2021$304,00010,5750.04%
Other shareholders
GLOBAL X FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Vishria Bird Financial Group, LLC 350,159$9,902,0005.47%
Paragon Wealth Strategies, LLC 719,751$20,355,0005.33%
Clarus Group, Inc. 254,482$7,197,0004.90%
Riggs Asset Managment Co. Inc. 579,628$16,392,0004.80%
Evolution Wealth Advisors, LLC 824,627$23,324,0004.79%
360 Financial, Inc. 279,467$7,870,0003.80%
Rothschild Capital Partners, LLC 371,970$10,519,0003.69%
Round Table Services, LLC 721,853$20,414,0003.42%
MFA WEALTH ADVISORS, LLC 358,374$10,137,0003.24%
Savior LLC 150,056$4,293,0003.20%
View complete list of GLOBAL X FDS shareholders