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 $1.05 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,763
Previous 18,879
9.98%
Holding current value
$1.05 Million
Previous $744 Million
19.13%
% of portfolio
0.83%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding KOMP
# of Institutions
135Shares Held
39.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.3MShares$1.68 Billion3.32% of portfolio
-
Betterment LLC New York, NY1.77MShares$89.7 Million0.2% of portfolio
-
Morgan Stanley New York, NY842KShares$42.6 Million0.0% of portfolio
-
Strategic Advocates LLC Logan, UT537KShares$27.1 Million8.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC193KShares$9.75 Million0.0% of portfolio