Catalyst Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 9,155 shares of XAR stock, worth $1.29 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
9,155
Previous 8,384
9.2%
Holding current value
$1.29 Million
Previous $923 Million
16.0%
% of portfolio
1.0%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding XAR
# of Institutions
352Shares Held
6.96MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$146 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC788KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY709KShares$99.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc310KShares$43.7 Million0.02% of portfolio
-
Cumberland Advisors Inc165KShares$23.3 Million8.64% of portfolio