Institutional & Family Asset Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$9.26K	Hold	250	–	–	﹤0.01%	427
2024 Q1	$9.95K	Hold	250	–	–	﹤0.01%	412
2023 Q4	$8.62K	Hold	250	–	–	﹤0.01%	411
2023 Q3	$7.59K	Hold	250	–	–	﹤0.01%	407
2023 Q2	$7.86K	Hold	250	–	–	﹤0.01%	409
2023 Q1	$7.09K	Hold	250	–	–	﹤0.01%	419
2022 Q4	$6.62K	Hold	250	–	–	﹤0.01%	424
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	459
2022 Q2	$6K	Hold	250	–	–	﹤0.01%	469
2022 Q1	$7K	Hold	250	–	–	﹤0.01%	498
2021 Q4	$7K	Sell	250 -75	-23%	-$2.08K	﹤0.01%	504
2021 Q3	$8K	Sell	325 -1,911	-85%	-$50.4K	﹤0.01%	588
2021 Q2	$58K	Sell	2,236 -16,894	-88%	-$439K	0.01%	313
2021 Q1	$479K	Buy	19,130 +5,353	+39%	+$123K	0.09%	125
2020 Q4	$292K	Buy	+13,777	New	+$268K	0.06%	146

Other funds holding PAVE

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institutional & Family Asset Management's PAVE Position: Q2 2024 in Review

Institutional & Family Asset Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2024 at 250 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Institutional & Family Asset Management first reported a position in PAVE in Q4 2020 and has held it in 15 quarters since. The position peaked at $479K in Q1 2021. 526 funds tracked by Wall St. Rank hold PAVE as of Q2 2024.

Institutional & Family Asset Management held 250 shares of Global X US Infrastructure Development ETF worth $9.26K as of Q2 2024.
Institutional & Family Asset Management left its Global X US Infrastructure Development ETF share count unchanged in Q2 2024.
Global X US Infrastructure Development ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #427 holding.
Institutional & Family Asset Management first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Global X US Infrastructure Development ETF position peaked at $479K in Q1 2021.
526 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.