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Heritage Wealth Management (Arizona)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-839
Closed -$19K – 1094
2022
Q3 		$19K Buy
+839
New +$21.1K 0.01% 541

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PAVE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2022, closing a stake of 839 shares — an estimated $19K sold.

Heritage Wealth Management (Arizona) first reported a position in PAVE in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 395 funds tracked by Wall St. Rank hold PAVE as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Global X US Infrastructure Development ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 839 Global X US Infrastructure Development ETF shares in Q4 2022, an estimated $19K.
  • Heritage Wealth Management (Arizona) first reported a position in Global X US Infrastructure Development ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Global X US Infrastructure Development ETF position peaked at $19K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.