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Planning Capital Management Corporation’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Planning Capital Management Corporation’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
-1,179
Closed -$43.6K – 877
2024
Q2 		$43.6K Hold
1,179
– – 0.03% 204
2024
Q1 		$46.9K Hold
1,179
– – 0.03% 196
2023
Q4 		$40.6K Buy
+1,179
New +$36.7K 0.03% 209

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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 $20.6B AUM 59.59% 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 $204B AUM 27.99% 1-Year Est. Return

Planning Capital Management Corporation's PAVE Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2024, closing a stake of 1,179 shares — an estimated $43.6K sold.

Planning Capital Management Corporation first reported a position in PAVE in Q4 2023 and held it in 3 quarters. The position peaked at $46.9K in Q1 2024. 547 funds tracked by Wall St. Rank hold PAVE as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Global X US Infrastructure Development ETF position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 1,179 Global X US Infrastructure Development ETF shares in Q3 2024, an estimated $43.6K.
  • Planning Capital Management Corporation first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Global X US Infrastructure Development ETF position peaked at $46.9K in Q1 2024.
  • 547 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.