Global Wealth Strategies & Associates’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Global Wealth Strategies & Associates’s Portfolio GII Stock Details GII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	0	–	–	–	327
2023 Q3	–	Hold	0	–	–	–	339
2023 Q2	–	Hold	0	–	–	–	316
2023 Q1	–	Hold	0	–	–	–	341
2022 Q4	–	Hold	0	–	–	–	339

Other funds holding GII

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return