Catalytic Wealth Ria, LLC ISHARES TR Transaction History

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Number of Shares
31,374
Previous 32,029 2.05%
Holding current value
$792 Million
Previous $802 Million 1.3%
% of portfolio
0.06%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-655 Reduced 2.05%
31,374 $792 Million
Q1 2025

May 12, 2025
BUY
N/A
1,156 Added 3.74%
32,029 $802 Million
Q4 2024

Feb 07, 2025
BUY
N/A
968 Added 3.24%
30,873 $771 Million
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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