Capital Planning LLC Global X Fds Global X S&P 500 Transaction History

Capital Planning LLC

  • $303 Million
  • Q2 2025

A detailed history of Capital Planning LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Capital Planning LLC holds 3,661 shares of CATH stock, worth $285,008. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,661
Previous 3,689 0.76%
Holding current value
$285,008
Previous $249,000 10.84%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jul 21, 2025
SELL
$59.85 - $75.45 $1,675 - $2,112
-28 Reduced 0.76%
3,661 $276,000
Q4 2023

Jan 22, 2024
BUY
$50.0 - $58.53 $184,450 - $215,917
3,689 New
3,689 $213,000
Q2 2023

Jul 14, 2023
BUY
$49.58 - $54.44 $184,437 - $202,516
3,720 New
3,720 $202,000
Q2 2022

Jul 22, 2022
SELL
$44.71 - $56.31 $166,321 - $209,473
-3,720 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$53.64 - $61.25 $199,540 - $227,850
3,720 New
3,720 $221,000

Others Institutions Holding CATH

# of Institutions
197
Shares Held
6.85M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS GLOBAL X S&P 500

CATH Quotes by TradingView
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