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Global X Fds us infr dev shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $166k 4.5k 37.02
2024-03-31 $158k 4.0k 39.81
2023-09-30 $12k 386 30.35
2023-06-30 $12k 385 31.40
2023-03-31 $11k 385 28.32

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

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
T. Rowe Price Associates
Atlantic Trust
Meitav Dash Investments
Principal Financial Group
Congress Wealth Management LLC / DE /
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
GenTrust

View all funds holding Global X Fds us infr dev