INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 121 filers reported holding GLOBAL X FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$7,595
-3.3%
2500.0%0.00%0.0%
Q2 2023$7,858
+10.9%
2500.0%0.00%0.0%
Q1 2023$7,088
+7.0%
2500.0%0.00%0.0%
Q4 2022$6,623
+10.4%
2500.0%0.00%0.0%
Q3 2022$6,0000.0%2500.0%0.00%0.0%
Q2 2022$6,000
-14.3%
2500.0%0.00%0.0%
Q1 2022$7,0000.0%2500.0%0.00%0.0%
Q4 2021$7,000
-12.5%
250
-23.1%
0.00%0.0%
Q3 2021$8,000
-86.2%
325
-85.5%
0.00%
-90.0%
Q2 2021$58,000
-87.9%
2,236
-88.3%
0.01%
-89.2%
Q1 2021$479,000
+64.0%
19,130
+38.9%
0.09%
+52.5%
Q4 2020$292,00013,7770.06%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 850,226$18,033,0006.21%
Clarus Group, Inc. 295,664$6,691,0005.78%
Evolution Wealth Advisors, LLC 741,468$15,727,0003.55%
Pinnacle Advisory Group, Inc. 1,583,840$33,593,0002.03%
Frisch Financial Group, Inc. 225,696$4,787,0001.75%
RiverFront Investment Group, LLC 3,090,047$65,539,0001.44%
United Asset Strategies, Inc. 403,487$8,558,0001.34%
Curi Wealth Management, LLC 69,947$1,483,0001.07%
EVOKE WEALTH, LLC 726,828$15,456,0001.04%
Northeast Financial Group, Inc. 40,800$865,3680.66%
View complete list of GLOBAL X FDS shareholders