Number of Shares
186,767.00
Current Holdings Value*
$7.05 Mil
% of Portfolio
4.6%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
18.90%

Symphony Financial Services, Inc.'s Global X U.S. Infrastructure Development ETF Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 186,767.00 shares of Global X U.S. Infrastructure Development ETF(PAVE), totaling $7.05 Mil. This investment constitutes 4.6% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.1% of the outstanding Global X U.S. Infrastructure Development ETF(PAVE) stock.

The initial trade took place in 2024Q2. And since then Symphony Financial Services, Inc. has made 3 purchases of PAVE, at an average price of $38.32, for a total of 186,767.00 shares. Based on historical transaction data and PAVE's current price of $45.56, Symphony Financial Services, Inc.'s estimated gain on his PAVE holdings is $1.35 Mil, reflecting a 18.90% gain to date.

Symphony Financial Services, Inc. PAVE ($45.56) Holding Chart

Symphony Financial Services, Inc. PAVE ($45.56) 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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