Castle Rock Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PFFV and the CUSIP is 37954Y376. A total of 60 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$1,168,802
+46.0%
49,525
+44.9%
0.29%
+33.3%
Q1 2024$800,358
-7.8%
34,174
-8.6%
0.22%
-16.7%
Q4 2023$867,930
-16.5%
37,396
-20.1%
0.26%
-24.6%
Q3 2023$1,039,972
+1.6%
46,782
+2.9%
0.35%0.0%
Q2 2023$1,023,135
+1.6%
45,473
-3.2%
0.35%
-3.1%
Q1 2023$1,006,53346,9900.36%
Other shareholders
GLOBAL X FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Investment Partners Asset Management, Inc. 144,961$3,427,9793.06%
Leslie Global Wealth, LLC 189,447$4,480,4222.62%
Seed Wealth Management, Inc. 50,225$1,187,7011.04%
Bedel Financial Consulting, Inc. 241,676$5,715,0520.84%
NAPA WEALTH MANAGEMENT 28,640$677,2670.46%
Princeton Global Asset Management LLC 86,414$2,043,4740.45%
Ironsides Asset Advisors, LLC 43,036$1,017,6980.34%
Castle Rock Wealth Management, LLC 49,525$1,168,8020.29%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 21,730$513,8640.16%
Paulson Wealth Management Inc. 20,880$493,7620.14%
View complete list of GLOBAL X FDS shareholders