Source Financial Advisors LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 121 filers reported holding GLOBAL X FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$244,892
+10.2%
7,792
-0.6%
0.08%
+8.1%
Q1 2023$222,141
+6.3%
7,836
-0.6%
0.07%
-5.1%
Q4 2022$208,917
-81.2%
7,887
-83.8%
0.08%
-82.1%
Q2 2022$1,112,000
-49.0%
48,819
-36.7%
0.44%
-32.1%
Q1 2022$2,181,000
+1.4%
77,133
+3.3%
0.64%
+10.7%
Q4 2021$2,150,000
+22.9%
74,668
+8.4%
0.58%
+27.8%
Q3 2021$1,750,000
-3.1%
68,861
-1.8%
0.45%
-2.4%
Q2 2021$1,806,000
+1.7%
70,120
-1.1%
0.46%
-1.9%
Q1 2021$1,776,000
+23.9%
70,885
+4.9%
0.47%
+22.5%
Q4 2020$1,433,00067,5860.39%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Clarus Group, Inc. 293,602$7,460,0005.15%
Paragon Wealth Strategies, LLC 686,931$17,455,0004.65%
Vishria Bird Financial Group, LLC 342,634$8,706,0004.57%
Evolution Wealth Advisors, LLC 804,256$20,436,0004.38%
Riggs Asset Managment Co. Inc. 570,352$14,493,0004.37%
MFA WEALTH ADVISORS, LLC 351,753$8,936,0004.10%
Savior LLC 143,920$3,657,0003.75%
Round Table Services, LLC 688,557$17,496,0003.74%
AVALON CAPITAL MANAGEMENT 216,944$5,513,0003.09%
Marks Wealth, LLC 367,540$9,339,0003.05%
View complete list of GLOBAL X FDS shareholders