Marks Wealth, LLC Global X Fds Us Infrastructure Transaction History

Marks Wealth, LLC

$227 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$22.45 - $28.45 $6.08 Million - $7.71 Million	-270,942 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$25.52 - $29.01 $6.63 Million - $7.54 Million	-259,894 Reduced 48.96%	270,942 $7.66 Million
Q4 2021 Jan 13, 2022	BUY	$25.7 - $29.01 $4.2 Million - $4.74 Million	163,296 Added 44.43%	530,836 $15.3 Million
Q3 2021 Oct 08, 2021	SELL	$24.68 - $27.63 $14.4 Million - $16.2 Million	-585,494 Reduced 61.43%	367,540 $9.34 Million
Q2 2021 Jul 13, 2021	BUY	$24.71 - $27.18 $4.75 Million - $5.23 Million	192,394 Added 25.29%	953,034 $24.5 Million
Q1 2021 Apr 12, 2021	BUY	$20.8 - $25.06 $15.8 Million - $19.1 Million	760,640 New	760,640 $19.1 Million

Others Institutions Holding PAVE

# of Institutions

555

Shares Held

130M

Call Options Held

8K

Put Options Held

12.2K

Bank Of America Corp Charlotte, NC

20.2M
Shares

$829 Million
0.07% of portfolio
Bank Of Montreal Toronto, A6

19.5M
Shares

$800 Million
0.37% of portfolio
Morgan Stanley New York, NY

8.25M
Shares

$338 Million
0.02% of portfolio
Harel Insurance Investments & Financial Services Ltd.

6.83M
Shares

$280 Million
4.77% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

6M
Shares

$246 Million
2.33% of portfolio

About GLOBAL X FDS US INFRASTRUCTURE

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