Source Financial Advisors LLC PAVE Holdings History
Source Financial Advisors LLC's Global X U.S. Infrastructure Development ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 8,326.00 shares of Global X U.S. Infrastructure Development ETF(PAVE), totaling $342,700.00. This investment constitutes 0.1% of their stock portfolio, and Source Financial Advisors LLC now holds 0% of the outstanding Global X U.S. Infrastructure Development ETF(PAVE) stock.
The initial trade took place in 2021Q2. And since then Source Financial Advisors LLC has made 5 purchases of PAVE, at an average price of $27.19, for a total of 94,605.00 shares. In addition, there have been 6 sales at an average price of $25.86 for 86,279.00 shares. Based on historical transaction data and PAVE's current price of $42.77, Source Financial Advisors LLC's estimated gain on his PAVE holdings is $14,778.63, reflecting a 0.57% gain to date.
Source Financial Advisors LLC PAVE ($42.77) Holding Chart
Source Financial Advisors LLC PAVE ($42.77) 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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