GWSA
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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

WA
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Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return