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WR Wealth Planners’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

WR Wealth Planners’s Portfolio DRIV Stock Details DRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$253 Hold
11
– – ﹤0.01% 1054
2024
Q3 		$258 Sell
11
-229
-95% -$5.2K ﹤0.01% 1097
2024
Q2 		$5.64K Hold
240
– – ﹤0.01% 701
2024
Q1 		$5.93K Buy
+240
New +$5.69K ﹤0.01% 686

Other funds holding DRIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's DRIV Position: Q4 2024 in Review

WR Wealth Planners held its Global X Autonomous & Electric Vehicles ETF (DRIV) position steady in Q4 2024 at 11 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

WR Wealth Planners first reported a position in DRIV in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.93K in Q1 2024. 136 funds tracked by Wall St. Rank hold DRIV as of Q4 2024.

  • WR Wealth Planners held 11 shares of Global X Autonomous & Electric Vehicles ETF worth $253 as of Q4 2024.
  • WR Wealth Planners left its Global X Autonomous & Electric Vehicles ETF share count unchanged in Q4 2024.
  • Global X Autonomous & Electric Vehicles ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1054 holding.
  • WR Wealth Planners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Global X Autonomous & Electric Vehicles ETF position peaked at $5.93K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.