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Moller Wealth Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Moller Wealth Partners’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
Q3 		– Sell
-18,975
Closed -$702K – 67
2024
Q2 		$702K Buy
+18,975
New +$726K 0.19% 36

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 $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Moller Wealth Partners's PAVE Position: Q3 2024 in Review

Moller Wealth Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2024, closing a stake of 18,975 shares — an estimated $702K sold.

Moller Wealth Partners first reported a position in PAVE in Q2 2024 and held it in 1 quarter. The position peaked at $702K in Q2 2024. 547 funds tracked by Wall St. Rank hold PAVE as of Q3 2024.

  • Moller Wealth Partners reported no remaining Global X US Infrastructure Development ETF position as of Q3 2024 after selling out during the quarter.
  • Moller Wealth Partners sold 18,975 Global X US Infrastructure Development ETF shares in Q3 2024, an estimated $702K.
  • Moller Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and held it in 1 quarter.
  • Moller Wealth Partners's Global X US Infrastructure Development ETF position peaked at $702K in Q2 2024.
  • 547 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2024.

Based on Moller Wealth Partners's 13F filing for Q3 2024, filed 9 Oct 2024.