Atticus Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Atticus Wealth Management’s Portfolio PAVE Stock Details PAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-46	Closed	-$1.7K	–	548
2024 Q2	$1.7K	Sell	46 -104	-69%	-$3.98K	﹤0.01%	468
2024 Q1	$5.97K	Sell	150 -245	-62%	-$8.87K	﹤0.01%	435
2023 Q4	$13.6K	Sell	395 -1,089	-73%	-$33.9K	﹤0.01%	373
2023 Q3	$45.1K	Buy	1,484 +204	+16%	+$6.44K	0.02%	259
2023 Q2	$40.2K	Sell	1,280 -14	-1%	-$397	0.01%	280
2023 Q1	$36.7K	Buy	+1,294	New	+$36.7K	0.01%	277

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atticus Wealth Management's PAVE Position: Q3 2024 in Review

Atticus Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2024, closing a stake of 46 shares — an estimated $1.7K sold.

Atticus Wealth Management first reported a position in PAVE in Q1 2023 and held it in 6 quarters. The position peaked at $45.1K in Q3 2023. 548 funds tracked by Wall St. Rank hold PAVE as of Q3 2024.

Atticus Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q3 2024 after selling out during the quarter.
Atticus Wealth Management sold 46 Global X US Infrastructure Development ETF shares in Q3 2024, an estimated $1.7K.
Atticus Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and held it in 6 quarters.
Atticus Wealth Management's Global X US Infrastructure Development ETF position peaked at $45.1K in Q3 2023.
548 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.