FLAGSHIP HARBOR ADVISORS, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 350 filers reported holding GLOBAL X FDS in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2024$728,168
-2.1%
18,290
-15.3%
0.05%
-13.0%
Q4 2023$744,058
-18.7%
21,592
-28.3%
0.05%
-28.9%
Q3 2023$915,151
-3.1%
30,123
+0.2%
0.08%
-2.6%
Q2 2023$944,679
+11.1%
30,056
+0.2%
0.08%
-2.5%
Q1 2023$850,477
+37.4%
29,999
+28.4%
0.08%
+27.0%
Q4 2022$619,103
+13.0%
23,371
-1.6%
0.06%
-1.6%
Q3 2022$548,000
-37.4%
23,747
-38.2%
0.06%
-34.7%
Q2 2022$875,000
-29.1%
38,415
-12.0%
0.10%
-17.6%
Q1 2022$1,235,000
-0.1%
43,667
+1.7%
0.12%
+1.7%
Q4 2021$1,236,000
+5.2%
42,920
-6.0%
0.12%
-7.1%
Q3 2021$1,175,0000.0%45,6410.0%0.13%0.0%
Q2 2021$1,175,00045,6410.13%
Other shareholders
GLOBAL X FDS shareholders Q2 2021
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