INSTITUTIONAL & FAMILY ASSET 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
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 Q1 2023
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 1,419,388$37,592,0638.38%
Vishria Bird Financial Group, LLC 345,264$9,1466.38%
Evolution Wealth Advisors, LLC 804,656$21,315,4975.37%
Clarus Group, Inc. 217,348$5,757,5365.05%
360 Financial, Inc. 291,989$6,733,2734.38%
Harel Insurance Investments & Financial Services Ltd. 6,834,961$181,7793.99%
MFA WEALTH ADVISORS, LLC 361,342$9,571,9663.47%
Savior LLC 146,302$3,875,5403.46%
Madrona Financial Services, LLC 219,994$5,827,6403.34%
Ameraudi Asset Management, Inc. 290,821$7,703,8563.32%
View complete list of GLOBAL X FDS shareholders