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Tennessee Valley Asset Management Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Tennessee Valley Asset Management 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
Q1 		– Sell
-239
Closed -$8.22K – 542
2023
Q4 		$8.22K Buy
+239
New +$7.44K ﹤0.01% 485

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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 $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tennessee Valley Asset Management Partners's PAVE Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2024, closing a stake of 239 shares — an estimated $8.22K sold.

Tennessee Valley Asset Management Partners first reported a position in PAVE in Q4 2023 and held it in 1 quarter. The position peaked at $8.22K in Q4 2023. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Global X US Infrastructure Development ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 239 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $8.22K.
  • Tennessee Valley Asset Management Partners first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Global X US Infrastructure Development ETF position peaked at $8.22K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.