Homrich & Berg’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Homrich & Berg’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
2021 Q3	$1.58M	Buy	+62,367	New	+$1.64M	0.04%	175

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Homrich & Berg's PAVE Position: Q3 2021 in Review

Homrich & Berg opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q3 2021: 62,367 shares worth $1.58M. The stake represents 0.04% of the portfolio and ranks #175 among its holdings.

378 funds tracked by Wall St. Rank hold PAVE as of Q3 2021.

Homrich & Berg held 62,367 shares of Global X US Infrastructure Development ETF worth $1.58M as of Q3 2021.
Global X US Infrastructure Development ETF was a new Homrich & Berg position in Q3 2021.
Global X US Infrastructure Development ETF made up 0.04% of Homrich & Berg's portfolio in Q3 2021, its #175 holding.
378 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.