Number of Shares
35,884
Previous 46,058 22.09%
Holding current value
$336 Million
Previous $370 Million 9.19%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
N/A
-10,174 Reduced 22.09%
35,884 $336 Million
Q2 2024

Jul 31, 2024

BUY
N/A
18,995 Added 70.19%
46,058 $370 Million
Q1 2024

May 10, 2024

BUY
N/A
6,969 Added 34.68%
27,063 $184 Million
Q4 2023

Feb 12, 2024

BUY
N/A
20,094 New
20,094 $113 Million
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.