Number of Shares
303,354.00
Current Holdings Value*
$13.22 Mil
% of Portfolio
4.39%
Total Estimate Gain
$6.36 Mil
% of Total Estimate Gain
69.76%

Vishria Bird Financial Group, LLC's Global X U.S. Infrastructure Development ETF Holding Summary

As of 2025-06-30, Vishria Bird Financial Group, LLC held 303,354.00 shares of Global X U.S. Infrastructure Development ETF(PAVE), totaling $13.22 Mil. This investment constitutes 4.39% of their stock portfolio, and Vishria Bird Financial Group, LLC now holds 0.15% of the outstanding Global X U.S. Infrastructure Development ETF(PAVE) stock.

The initial trade took place in 2021Q2. And since then Vishria Bird Financial Group, LLC has made 5 purchases of PAVE, at an average price of $25.99, for a total of 350,967.00 shares. In addition, there have been 11 sales at an average price of $31.19 for 47,613.00 shares. Based on historical transaction data and PAVE's current price of $46.15, Vishria Bird Financial Group, LLC's estimated gain on his PAVE holdings is $6.36 Mil, reflecting a 69.76% gain to date.

Vishria Bird Financial Group, LLC PAVE ($46.15) Holding Chart

Vishria Bird Financial Group, LLC PAVE ($46.15) 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 %

Top Ranked Articles

  • 1