Catalytic Wealth Ria, LLC Advisorshares Tr Advisorshares Transaction History

Catalytic Wealth Ria, LLC

$1.22 Trillion
Q2 2025

A detailed history of Catalytic Wealth Ria, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 17,997 shares of CWS stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,997

Previous 19,190 6.22%

Holding current value

$1.24 Million

Previous $1.26 Billion 0.28%

% of portfolio

0.1%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$59.37 - $70.0 $70,828 - $83,510	-1,193 Reduced 6.22%	17,997 $1.26 Billion
Q1 2025 May 12, 2025	BUY	$63.1 - $68.75 $30,982 - $33,756	491 Added 2.63%	19,190 $1.26 Billion
Q4 2024 Feb 07, 2025	BUY	$64.77 - $71.56 $289,910 - $320,302	4,476 Added 31.47%	18,699 $1.21 Billion
Q3 2024 Nov 04, 2024	BUY	$61.66 - $68.72 $78,986 - $88,030	1,281 Added 9.9%	14,223 $977 Million
Q2 2024 Jul 31, 2024	BUY	$59.74 - $64.0 $41,758 - $44,736	699 Added 5.71%	12,942 $805 Million
Q1 2024 May 10, 2024	BUY	$57.96 - $63.69 $709,604 - $779,756	12,243 New	12,243 $780 Million

Others Institutions Holding CWS

# of Institutions

Shares Held

996K

Call Options Held

Put Options Held

View Full List

About ADVISORSHARES TR ADVISORSHARES

Ticker CWS
Sector ETFs
Industry ETFs

More about CWS

Track This Portfolio

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.

Account

Catalytic Wealth Ria, LLC Advisorshares Tr Advisorshares Transaction History