PAVE — GLOBAL X FDS

Ownership history in PATTEN & PATTEN INC/TN  ·  2 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in GLOBAL X FDS (PAVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,655 — 0% 0.01% $222K $47.31
2025 Q2 INITIATED 4,655 — — 0.01% $203K $43.29
% of Fund (quarterly)    PAVE price (monthly, adj. close)

Other funds also holding PAVE

As of 2025 Q4 — sorted by position size

WADDELL & ASSOCIATES, LLC 3Y 6.18% Moss Adams Wealth Advisors LLC 6.15% 360 Financial, Inc. 3Y 5.62% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 5.19% Symphony Financial Services, Inc. 5.04% Sage Capital Management, LLC 4.7% WASHINGTON GROWTH STRATEGIES LLC 3.94% Strive Asset Management, LLC 3.87% THRYVE WEALTH MANAGEMENT LLC 3.72% Copley Financial Group, Inc. 3.72%
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