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LM Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

LM Advisors’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
Q1 		– Sell
-390
Closed -$13.4K – 572
2023
Q4 		$13.4K Buy
+390
New +$12.1K ﹤0.01% 496

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LM Advisors's PAVE Position: Q1 2024 in Review

LM Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2024, closing a stake of 390 shares — an estimated $13.4K sold.

LM Advisors first reported a position in PAVE in Q4 2023 and held it in 1 quarter. The position peaked at $13.4K in Q4 2023. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

  • LM Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 390 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $13.4K.
  • LM Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Global X US Infrastructure Development ETF position peaked at $13.4K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.