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

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 370 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
Diversified, LLC 738,327$16,811,0006.98%
Vishria Bird Financial Group, LLC 345,036$7,856,0005.23%
Evolution Wealth Advisors, LLC 829,227$18,881,0004.78%
Clarus Group, Inc. 247,996$5,647,0004.73%
360 Financial, Inc. 287,676$6,973,0004.20%
Harel Insurance Investments & Financial Services Ltd. 6,834,961$156,045,0003.28%
MFA WEALTH ADVISORS, LLC 370,825$8,448,0003.08%
Savior LLC 146,610$3,338,0003.06%
Round Table Services, LLC 719,930$16,440,0002.98%
Portfolio Strategies, Inc. 559,499$12,762,0002.98%
View complete list of GLOBAL X FDS shareholders