Global X Fds us infr dev shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Global X Fds us infr dev (PAVE) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Global X Fds us infr dev
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Quarterly reported holdings in Global X Fds us infr dev by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 6.5k | 47.63 |
| 2025-06-30 | $333k | 7.7k | 43.58 |
| 2025-03-31 | $289k | 7.7k | 37.73 |
| 2024-12-31 | $1.2M | 29k | 40.41 |
| 2024-06-30 | $779k | 21k | 37.02 |
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