Ae Wealth Management LLC Global X Fds Global X S&P 500 Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,853 shares of CATH stock, worth $609,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,853
Previous 7,947 1.18%
Holding current value
$609,706
Previous $562,000 5.69%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$66.14 - $74.2 $6,217 - $6,974
-94 Reduced 1.18%
7,853 $530,000
Q4 2024

Feb 13, 2025
BUY
$68.5 - $73.81 $1,301 - $1,402
19 Added 0.24%
7,947 $562,000
Q3 2024

Nov 14, 2024
BUY
$62.26 - $69.39 $3,113 - $3,469
50 Added 0.63%
7,928 $550,000
Q2 2024

Aug 12, 2024
SELL
$60.01 - $66.14 $5,820 - $6,415
-97 Reduced 1.22%
7,878 $515,000
Q1 2024

May 15, 2024
SELL
$56.96 - $63.64 $37,764 - $42,193
-663 Reduced 7.68%
7,975 $507,000
Q4 2023

Feb 14, 2024
BUY
$50.0 - $58.53 $34,750 - $40,678
695 Added 8.75%
8,638 $500,000
Q3 2023

Oct 11, 2023
BUY
$52.09 - $56.24 $26,409 - $28,513
507 Added 6.82%
7,943 $415,000
Q2 2023

Jul 10, 2023
BUY
$49.58 - $54.44 $87,161 - $95,705
1,758 Added 30.96%
7,436 $404,000
Q1 2023

Apr 14, 2023
BUY
$46.11 - $51.11 $261,812 - $290,202
5,678 New
5,678 $285,000
Q2 2022

Aug 03, 2022
SELL
$44.71 - $56.31 $216,306 - $272,427
-4,838 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$51.14 - $59.36 $27,001 - $31,342
528 Added 12.25%
4,838 $270,000
Q3 2021

Nov 01, 2021
SELL
$52.67 - $56.46 $278,887 - $298,955
-5,295 Reduced 55.13%
4,310 $232,000
Q2 2021

Jul 21, 2021
BUY
$49.81 - $53.58 $12,452 - $13,395
250 Added 2.67%
9,605 $512,000
Q1 2021

Apr 27, 2021
BUY
$45.48 - $49.51 $425,465 - $463,166
9,355 New
9,355 $463,000

Others Institutions Holding CATH

# of Institutions
196
Shares Held
6.87M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS GLOBAL X S&P 500

CATH Quotes by TradingView
  • Ticker CATH
  • Sector ETFs
  • Industry ETFs
More about CATH
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