GJWM
NFRA icon

Gilliland Jeter Wealth Management’s Northern Trust STOXX Global Broad Infrastructure ETF 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 $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $329M AUM 28.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Gilliland Jeter Wealth Management sold out of Northern Trust STOXX Global Broad Infrastructure ETF (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 Northern Trust STOXX Global Broad Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 205 Northern Trust STOXX Global Broad Infrastructure ETF shares in Q2 2024, an estimated $11.2K.
  • Gilliland Jeter Wealth Management first reported a position in Northern Trust STOXX Global Broad Infrastructure ETF in Q1 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Northern Trust STOXX Global Broad Infrastructure ETF position peaked at $11.2K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Northern Trust STOXX Global Broad Infrastructure ETF as of Q2 2024.

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