Catalytic Wealth Ria, LLC ISHARES TR Transaction History

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024
Number of Shares
29,905
Previous 23,554 26.96%
Holding current value
$762 Million
Previous $586 Million 30.18%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
N/A
6,351 Added 26.96%
29,905 $762 Million
Q2 2024

Jul 31, 2024
BUY
N/A
1,593 Added 7.25%
23,554 $586 Million
Q1 2024

May 10, 2024
BUY
N/A
21,961 New
21,961 $554 Million
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