Catalyst Wealth Management, LLC Spdr S&P Kensho New Economies Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 20,763 shares of KOMP stock, worth $958,420. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,763
Previous 18,879
9.98%
Holding current value
$958,420
Previous $744 Million
19.13%
% of portfolio
0.83%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding KOMP
# of Institutions
134Shares Held
39.1MCall Options Held
1.4KPut Options Held
100-
Financial Engines Advisors L.L.C. Santa Clara, CA33.3MShares$1.54 Billion3.62% of portfolio
-
Betterment LLC New York, NY1.45MShares$67.1 Million0.19% of portfolio
-
Marquette Asset Management, LLC577KShares$26.7 Million4.83% of portfolio
-
Strategic Advocates LLC Logan, UT421KShares$19.4 Million7.8% of portfolio
-
Horizon Investments, LLC Charlotte, NC223KShares$10.3 Million0.24% of portfolio