WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PFFV and the CUSIP is 37954Y376. A total of 50 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$692,689
+1.3%
30,169
-1.5%
0.27%
+7.6%
Q2 2023$684,025
-18.2%
30,633
-16.3%
0.25%
-21.1%
Q1 2023$836,582
-14.6%
36,596
-16.0%
0.32%
-17.4%
Q4 2022$980,171
-4.1%
43,563
+0.1%
0.38%
-11.1%
Q3 2022$1,022,000
+5.1%
43,531
+8.2%
0.43%
+12.8%
Q2 2022$972,00040,2500.38%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Bedel Financial Consulting, Inc. 324,393$7,415,6241.81%
Seed Wealth Management, Inc. 45,659$1,043,7651.18%
Gradient Investments LLC 1,838,191$42,021,0401.15%
Bard Financial Services, Inc. 536,665$12,268,1730.98%
Coulter & Justus Financial Services, LLC 61,909$1,415,2420.92%
Paulson Wealth Management Inc. 85,624$1,957,3620.87%
Princeton Global Asset Management LLC 96,435$2,204,4980.63%
Golden Green, Inc. 21,734$496,8390.58%
Byrne Asset Management LLC 26,630$6090.44%
Castle Rock Wealth Management, LLC 46,990$1,006,5330.36%
View complete list of GLOBAL X FDS shareholders