GeoWealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 378 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is 0.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$601,978
-12.1%
16,260
-5.4%
0.03%0.0%
Q1 2024$684,490
+100857.2%
17,193
-12.8%
0.03%
-53.6%
Q4 2023$678
+12.3%
19,725
-0.7%
0.06%
-17.6%
Q3 2023$604
-15.0%
19,867
-12.1%
0.07%
-11.7%
Q2 2023$711
+13.4%
22,602
+2.2%
0.08%
+5.5%
Q1 2023$627
+11.6%
22,123
+4.1%
0.07%
+23.7%
Q4 2022$562
-99.9%
21,245
+1.0%
0.06%
+11.3%
Q3 2022$486,000
-65.9%
21,029
-66.3%
0.05%
-72.3%
Q2 2022$1,424,000
-44.7%
62,478
-31.5%
0.19%
-15.5%
Q1 2022$2,577,000
+5.3%
91,198
+7.3%
0.23%
+13.0%
Q4 2021$2,447,000
+22.5%
84,996
+8.2%
0.20%
+21.2%
Q3 2021$1,997,000
+39.2%
78,560
+16.0%
0.16%
-28.3%
Q4 2020$1,435,00067,7440.23%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
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