Catalytic Wealth Ria, LLC ISHARES TR Transaction History

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Number of Shares
29,899
Previous 30,395 1.63%
Holding current value
$767 Million
Previous $772 Million 0.62%
% of portfolio
0.06%
Previous 0.14%

Shares

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

Jul 17, 2025
SELL
N/A
-496 Reduced 1.63%
29,899 $767 Million
Q1 2025

May 12, 2025
BUY
N/A
1,161 Added 3.97%
30,395 $772 Million
Q4 2024

Feb 07, 2025
BUY
N/A
29,234 New
29,234 $742 Million
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