CWM
PAVE icon

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

Curi 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
2022
Q3 		– Sell
-100
Closed -$2K – 551
2022
Q2 		$2K Sell
100
-10,506
-99% -$269K ﹤0.01% 523
2022
Q1 		$299K Sell
10,606
-115,268
-92% -$3.13M 0.05% 85
2021
Q4 		$3.62M Buy
125,874
+18,169
+17% +$505K 0.63% 40
2021
Q3 		$2.74M Buy
107,705
+11,565
+12% +$305K 1.26% 20
2021
Q2 		$2.48M Buy
96,140
+15,152
+19% +$394K 1.24% 21
2021
Q1 		$2.03M Buy
80,988
+11,041
+16% +$254K 1.29% 20
2020
Q4 		$1.48M Buy
+69,947
New +$1.36M 1.07% 19

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return