Aspireon Wealth Advisors Global X Fds Us Infrastructure Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 18, 2022	SELL	$22.65 - $27.69 $4.54 Million - $5.55 Million	-200,599 Reduced 91.23%	19,281 $444,000
Q3 2022 Nov 15, 2022	BUY	$22.65 - $27.69 $180,407 - $220,550	7,965 Added 3.76%	219,880 $2.93 Million
Q2 2022 Jul 29, 2022	SELL	$22.45 - $28.45 $159,417 - $202,023	-7,101 Reduced 3.24%	211,915 $4.83 Million
Q1 2022 May 11, 2022	BUY	$25.52 - $29.01 $1.29 Million - $1.46 Million	50,450 Added 29.93%	219,016 $6.2 Million
Q4 2021 Feb 15, 2022	BUY	$25.7 - $29.01 $780,174 - $880,656	30,357 Added 21.96%	168,566 $4.82 Million
Q3 2021 Nov 15, 2021	SELL	$24.68 - $27.63 $580,029 - $649,360	-23,502 Reduced 14.53%	138,209 $3.51 Million
Q2 2021 Aug 16, 2021	BUY	$24.71 - $27.18 $2.14 Million - $2.36 Million	86,711 Added 115.61%	161,711 $4.16 Million
Q1 2021 Apr 19, 2021	BUY	$20.8 - $25.06 $1.56 Million - $1.88 Million	75,000 New	75,000 $188,000

Others Institutions Holding PAVE

# of Institutions

582

Shares Held

135M

Call Options Held

98.2K

Put Options Held

39.1K

Bank Of America Corp Charlotte, NC

22.5M
Shares

$957 Million
0.08% of portfolio
Bank Of Montreal Toronto, A6

20.1M
Shares

$852 Million
0.39% of portfolio
Morgan Stanley New York, NY

8.71M
Shares

$369 Million
0.03% of portfolio
Harel Insurance Investments & Financial Services Ltd.

6.83M
Shares

$290 Million
4.85% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

5.95M
Shares

$253 Million
2.17% of portfolio

About GLOBAL X FDS US INFRASTRUCTURE

Ticker PAVE
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