Catalytic Wealth Ria, LLC LISTED FDS TR Transaction History

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Number of Shares
7,122
Previous 8,113 12.21%
Holding current value
$395 Million
Previous $372 Million 6.18%
% of portfolio
0.03%
Previous 0.07%

Shares

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

Jul 17, 2025
SELL
N/A
-991 Reduced 12.21%
7,122 $395 Million
Q1 2025

May 12, 2025
BUY
N/A
2,364 Added 41.12%
8,113 $372 Million
Q4 2024

Feb 07, 2025
BUY
N/A
5,749 New
5,749 $313 Million
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