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RE Dickinson Investment Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-75
Closed -$2K – 265
2023
Q3 		$2K Buy
+75
New +$2.37K ﹤0.01% 235

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
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RE Dickinson Investment Advisors's PAVE Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2023, closing a stake of 75 shares — an estimated $2K sold.

RE Dickinson Investment Advisors first reported a position in PAVE in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 485 funds tracked by Wall St. Rank hold PAVE as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 75 Global X US Infrastructure Development ETF shares in Q4 2023, an estimated $2K.
  • RE Dickinson Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's Global X US Infrastructure Development ETF position peaked at $2K in Q3 2023.
  • 485 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.