MLA
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MB, Levis & Associates’s Global X US Infrastructure Development ETF PAVE Stock Holding History

MB, Levis & Associates’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
2025
Q3 		– Sell
-250
Closed -$10.9K – 285
2025
Q2 		$10.9K Hold
250
– – ﹤0.01% 189
2025
Q1 		$9.43K Buy
250
+35
+16% +$1.42K ﹤0.01% 189
2024
Q4 		$8.69K Buy
215
+90
+72% +$3.86K ﹤0.01% 193
2024
Q3 		$5.14K Hold
125
– – ﹤0.01% 220
2024
Q2 		$4.63K Hold
125
– – ﹤0.01% 222
2024
Q1 		$4.98K Buy
125
+25
+25% +$905 ﹤0.01% 220
2023
Q4 		$3.45K Hold
100
– – ﹤0.01% 227
2023
Q3 		$3.04K Buy
+100
New +$3.16K ﹤0.01% 232

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return