GJWM
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Gilliland Jeter Wealth Management’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-205
Closed -$11.2K – 694
2024
Q1 		$11.2K Buy
+205
New +$11K ﹤0.01% 424

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gilliland Jeter Wealth Management's NFRA Position: Q2 2024 in Review

Gilliland Jeter Wealth Management sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q2 2024, closing a stake of 205 shares — an estimated $11.2K sold.

Gilliland Jeter Wealth Management first reported a position in NFRA in Q1 2024 and held it in 1 quarter. The position peaked at $11.2K in Q1 2024. 101 funds tracked by Wall St. Rank hold NFRA as of Q2 2024.

  • Gilliland Jeter Wealth Management reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q2 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 205 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q2 2024, an estimated $11.2K.
  • Gilliland Jeter Wealth Management first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q1 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $11.2K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.