Clear Perspectives Financial Planning, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 435 filers reported holding GLOBAL X FDS in Q4 2021. The put-call ratio across all filers is 0.46 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 Q4 2021
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