Avitas Wealth 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
Avitas Wealth Management LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$238,939
-3.4%
7,865
-0.0%
0.04%0.0%
Q2 2023$247,291
+12.0%
7,868
+1.0%
0.04%
+4.7%
Q1 2023$220,875
+10.4%
7,791
+3.2%
0.04%
+2.4%
Q4 2022$200,052
-27.3%
7,552
-22.2%
0.04%
-16.0%
Q1 2022$275,000
-49.8%
9,707
-49.0%
0.05%
-45.7%
Q4 2021$548,000
+11.8%
19,018
-1.4%
0.09%
+3.4%
Q3 2021$490,000
-2.2%
19,294
-0.8%
0.09%0.0%
Q2 2021$501,000
+40.7%
19,456
+36.8%
0.09%
+27.1%
Q1 2021$356,00014,2210.07%
Other shareholders
GLOBAL X FDS shareholders Q3 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