Circle Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 399 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is 0.16 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 2023
NameSharesValueWeighting ↓
360 Financial, Inc. 317,102$9,494,0365.91%
Portfolio Strategies, Inc. 989,457$30,059,1505.79%
Vishria Bird Financial Group, LLC 318,389$9,6735.48%
Evolution Wealth Advisors, LLC 780,726$23,718,4665.30%
Clarus Group, Inc. 213,357$6,481,7744.70%
Harel Insurance Investments & Financial Services Ltd. 6,833,801$207,6114.10%
Paragon Wealth Strategies, LLC 444,914$13,516,4804.03%
Ameraudi Asset Management, Inc. 272,816$8,288,1613.94%
Chicago Wealth Management, Inc. 155,663$4,729,0553.73%
Riggs Asset Managment Co. Inc. 321,844$9,777,6213.48%
View complete list of GLOBAL X FDS shareholders