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PAVE icon

WealthShield Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

WealthShield 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
Q2 		– Sell
-48
Closed -$1.92K – 482
2024
Q1 		$1.92K Sell
48
-1
-2% -$36 ﹤0.01% 465
2023
Q4 		$1.7K Buy
+49
New +$1.52K ﹤0.01% 466
2022
Q2 		– Sell
-22,942
Closed -$649K – 322
2022
Q1 		$649K Sell
22,942
-5,405
-19% -$147K 0.1% 201
2021
Q4 		$816K Buy
28,347
+5,305
+23% +$147K 0.14% 154
2021
Q3 		$585K Buy
23,042
+7,383
+47% +$195K 0.16% 127
2021
Q2 		$403K Buy
+15,659
New +$407K 0.06% 176

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $187B AUM 18.48% 1-Year Est. Return