Fiduciary Alliance’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-1,053	Closed	-$33.1K	–	696
2023 Q2	$33.1K	Buy	+1,053	New	+$29.9K	0.01%	368

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

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

Fiduciary Alliance's PAVE Position: Q3 2023 in Review

Fiduciary Alliance sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2023, closing a stake of 1,053 shares — an estimated $33.1K sold.

Fiduciary Alliance first reported a position in PAVE in Q2 2023 and held it in 1 quarter. The position peaked at $33.1K in Q2 2023. 438 funds tracked by Wall St. Rank hold PAVE as of Q3 2023.

Fiduciary Alliance reported no remaining Global X US Infrastructure Development ETF position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 1,053 Global X US Infrastructure Development ETF shares in Q3 2023, an estimated $33.1K.
Fiduciary Alliance first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and held it in 1 quarter.
Fiduciary Alliance's Global X US Infrastructure Development ETF position peaked at $33.1K in Q2 2023.
438 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.