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

Resurgent 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
2023
Q4 		– Sell
-1,053
Closed -$32K – 525
2023
Q3 		$32K Hold
1,053
– – 0.02% 402
2023
Q2 		$33.1K Buy
+1,053
New +$29.9K 0.02% 408

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

Resurgent Financial Advisors's PAVE Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2023, closing a stake of 1,053 shares — an estimated $32K sold.

Resurgent Financial Advisors first reported a position in PAVE in Q2 2023 and held it in 2 quarters. The position peaked at $33.1K in Q2 2023. 485 funds tracked by Wall St. Rank hold PAVE as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,053 Global X US Infrastructure Development ETF shares in Q4 2023, an estimated $32K.
  • Resurgent Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's Global X US Infrastructure Development ETF position peaked at $33.1K in Q2 2023.
  • 485 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.