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Global X Fds us infr dev shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 32k 41.16

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Global X Fds us infr dev

Bank of America Corporation
Morgan Stanley
Harel Insurance Investments & Financial Services
Clal Insurance Enterprises Holdings
LPL Financial
T. Rowe Price Associates
Atlantic Trust
Meitav Dash Investments
Principal Financial Group
Wells Fargo & Company
Envestnet Asset Management
Congress Wealth Management LLC / DE /
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Global X Fds us infr dev