Whalen Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 6.2k 41.16
2024-06-30 $228k 6.2k 37.02
2024-03-31 $357k 9.0k 39.81

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

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