Wealthspire Advisors, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 417 filers reported holding GLOBAL X FDS in Q2 2023. The put-call ratio across all filers is 1.56 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$835,702
-7.3%
22,574
-0.3%
0.01%
-8.3%
Q1 2024$901,391
+21.0%
22,642
+4.8%
0.01%
+9.1%
Q4 2023$744,660
+13.4%
21,6090.0%0.01%0.0%
Q3 2023$656,493
-3.6%
21,609
-0.3%
0.01%0.0%
Q2 2023$681,238
+12.4%
21,675
+1.4%
0.01%
+10.0%
Q1 2023$605,975
+7.4%
21,375
+0.3%
0.01%0.0%
Q4 2022$564,355
+14.9%
21,3040.0%0.01%0.0%
Q3 2022$491,000
+1.2%
21,304
+0.1%
0.01%0.0%
Q2 2022$485,000
-19.3%
21,279
+0.1%
0.01%
-28.6%
Q1 2022$601,00021,2570.01%
Other shareholders
GLOBAL X FDS shareholders Q2 2023
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