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

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

Historical chart of OakTrust 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 OakTrust 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 OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $379k 7.9k 47.79

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Spdr Series Trust State Street Spd (SPTS)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
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Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Global X Fds us infr dev

LPL Financial
Harel Insurance Investments & Financial Services
Atlantic Trust
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Advisor Group Holdings
UBS Group
Waddell & Associates
Clal Insurance Enterprises Holdings
Northwestern Mutual Wealth Management Company
Moss Adams Wealth Advisors
Royal Bank of Canada
RiverFront Investment Group
Raymond James Financial

View all funds holding Global X Fds us infr dev