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

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 430 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 1,221,159$16,437,0001.23%
RiverFront Investment Group, LLC 1,029,366$13,855,0000.38%
Accuvest Global Advisors 50,000$673,0000.35%
Sowell Financial Services LLC 55,517$747,0000.11%
Transamerica Financial Advisors, Inc. 25,444$343,0000.09%
MEITAV INVESTMENT HOUSE LTD 39,860$533,0000.03%
Janney Montgomery Scott LLC 150,260$2,022,0000.02%
Capital Advisors, Ltd. LLC 3,958$53,0000.02%
BRANDYWINE OAK PRIVATE WEALTH LLC 4,596$61,0000.01%
MGO ONE SEVEN LLC 2,186$29,0000.01%
View complete list of GLOBAL X FDS shareholders