PLANNING DIRECTIONS INC - 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
PLANNING DIRECTIONS INC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$246
-3.1%
8,104
+0.1%
0.19%
+1.6%
Q2 2023$254
+10.9%
8,0930.0%0.18%
+8.8%
Q1 2023$229
-9.8%
8,093
-15.6%
0.17%
-12.4%
Q4 2022$254
-99.9%
9,5930.0%0.19%
+8.4%
Q3 2022$221,000
+1.4%
9,593
+0.1%
0.18%
+7.2%
Q2 2022$218,000
-19.6%
9,5790.0%0.17%
-12.1%
Q1 2022$271,000
-27.5%
9,579
-26.3%
0.19%
-23.7%
Q4 2021$374,000
+38.0%
12,998
+22.0%
0.25%
+26.4%
Q3 2021$271,000
-1.1%
10,658
+0.1%
0.20%
-1.5%
Q2 2021$274,00010,6480.20%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Clarus Group, Inc. 287,373$7,819,0005.26%
Paragon Wealth Strategies, LLC 711,761$20,492,0004.95%
Marks Wealth, LLC 530,836$15,283,0004.78%
Vishria Bird Financial Group, LLC 348,364$10,029,0004.67%
Riggs Asset Managment Co. Inc. 584,766$16,835,0004.56%
MFA WEALTH ADVISORS, LLC 357,148$10,280,0004.35%
Round Table Services, LLC 728,229$20,966,0003.96%
Evolution Wealth Advisors, LLC 809,709$23,312,0003.52%
360 Financial, Inc. 263,161$7,576,0003.46%
Portfolio Strategies, Inc. 583,938$16,799,0003.13%
View complete list of GLOBAL X FDS shareholders