LWM Advisory Services, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 6 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$833,479
-3.4%
27,435
-0.1%
0.89%
-2.0%
Q2 2023$862,921
+29.3%
27,455
+16.6%
0.91%
+27.9%
Q1 2023$667,428
+108.2%
23,542
+94.5%
0.71%
+101.4%
Q4 2022$320,60812,1030.35%
Other shareholders
GLOBAL X FDS shareholders Q4 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