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Global X Fds us infr dev shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Global X Fds us infr dev (PAVE) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Global X Fds us infr dev

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds us infr dev held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us infr dev by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 9.0k 39.81

More positions owned by Whalen Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Materials (XLB)
Global X Fds Glbl X Mlp Etf (MLPA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Bloomberg Emergi (EBND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Whalen Wealth Management

Top funds holding Global X Fds us infr dev

Bank of America Corporation
Bank Of Montreal
Morgan Stanley
Harel Insurance Investments & Financial Services
LPL Financial
Atlantic Trust
Principal Financial Group
Meitav Dash Investments
Congress Wealth Management LLC / DE /
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
GenTrust
Envestnet Asset Management
Raymond James Financial Services Advisors

View all funds holding Global X Fds us infr dev