Plante Moran Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Plante Moran Financial 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	-448	Closed	-$15.4K	–	910
2023 Q4	$15.4K	Buy	448 +438	+4,380%	+$13.6K	﹤0.01%	495
2023 Q3	$304	Buy	+10	New	+$316	﹤0.01%	719
2022 Q4	–	Sell	-132	Closed	-$3K	–	944
2022 Q3	$3K	Buy	+132	New	+$3.31K	﹤0.01%	760
2022 Q2	–	Sell	-411	Closed	-$12K	–	1031
2022 Q1	$12K	Buy	+411	New	+$11.2K	﹤0.01%	579

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

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

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

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

MIH

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plante Moran Financial Advisors's PAVE Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2024, closing a stake of 448 shares — an estimated $15.4K sold.

Plante Moran Financial Advisors first reported a position in PAVE in Q1 2022 and held it in 4 quarters. The position peaked at $15.4K in Q4 2023. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

Plante Moran Financial Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 448 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $15.4K.
Plante Moran Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and held it in 4 quarters.
Plante Moran Financial Advisors's Global X US Infrastructure Development ETF position peaked at $15.4K in Q4 2023.
522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.