Occidental Asset 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
Occidental Asset Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q4 2021$715,000
-61.3%
24,822
-65.8%
0.17%
-64.5%
Q3 2021$1,846,000
+0.7%
72,647
+2.0%
0.48%
-1.8%
Q2 2021$1,834,000
+20.7%
71,208
+17.4%
0.49%
+8.0%
Q1 2021$1,520,000
+170.0%
60,636
+128.5%
0.45%
+141.7%
Q4 2020$563,00026,5330.19%
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