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 ↓
Paragon Wealth Strategies, LLC 850,226$18,033,0006.21%
Clarus Group, Inc. 295,664$6,691,0005.78%
Evolution Wealth Advisors, LLC 741,468$15,727,0003.55%
Pinnacle Advisory Group, Inc. 1,583,840$33,593,0002.03%
Frisch Financial Group, Inc. 225,696$4,787,0001.75%
RiverFront Investment Group, LLC 3,090,047$65,539,0001.44%
United Asset Strategies, Inc. 403,487$8,558,0001.34%
Curi Wealth Management, LLC 69,947$1,483,0001.07%
EVOKE WEALTH, LLC 726,828$15,456,0001.04%
Northeast Financial Group, Inc. 40,800$865,3680.66%
View complete list of GLOBAL X FDS shareholders