LWM Advisory Services, LLC PAVE Holdings History
LWM Advisory Services, LLC's Global X U.S. Infrastructure Development ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 181,649.00 shares of Global X U.S. Infrastructure Development ETF(PAVE), totaling $6.85 Mil. This investment constitutes 4.76% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.09% of the outstanding Global X U.S. Infrastructure Development ETF(PAVE) stock.
The initial trade took place in 2022Q4. And since then LWM Advisory Services, LLC has made 6 purchases of PAVE, at an average price of $35.03, for a total of 189,196.00 shares. In addition, there have been 4 sales at an average price of $36.81 for 7,547.00 shares. Based on historical transaction data and PAVE's current price of $45.43, LWM Advisory Services, LLC's estimated gain on his PAVE holdings is $1.90 Mil, reflecting a 28.70% gain to date.
LWM Advisory Services, LLC PAVE ($45.43) Holding Chart
LWM Advisory Services, LLC PAVE ($45.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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