Clear Perspectives Financial Planning, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 374 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is 0.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2023$82,924
+7.0%
2,9250.0%0.05%
+12.2%
Q4 2022$77,483
-17.6%
2,925
-28.5%
0.04%
-10.9%
Q3 2022$94,000
+1.1%
4,0910.0%0.05%
+27.8%
Q2 2022$93,000
-19.8%
4,0910.0%0.04%
-18.2%
Q1 2022$116,000
-1.7%
4,0910.0%0.04%
-8.3%
Q4 2021$118,000
+13.5%
4,0910.0%0.05%
+2.1%
Q3 2021$104,000
+16.9%
4,091
+18.0%
0.05%
+9.3%
Q2 2021$89,000
+584.6%
3,466
+593.2%
0.04%
+437.5%
Q1 2021$13,000
+18.2%
5000.0%0.01%
+14.3%
Q4 2020$11,0005000.01%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Vishria Bird Financial Group, LLC 350,159$9,902,0005.47%
Paragon Wealth Strategies, LLC 719,751$20,355,0005.33%
Clarus Group, Inc. 254,482$7,197,0004.90%
Riggs Asset Managment Co. Inc. 579,628$16,392,0004.80%
Evolution Wealth Advisors, LLC 824,627$23,324,0004.79%
360 Financial, Inc. 279,467$7,870,0003.80%
Rothschild Capital Partners, LLC 371,970$10,519,0003.69%
Round Table Services, LLC 721,853$20,414,0003.42%
MFA WEALTH ADVISORS, LLC 358,374$10,137,0003.24%
Savior LLC 150,056$4,293,0003.20%
View complete list of GLOBAL X FDS shareholders