Hhm Wealth Advisors, LLC Global X Fds Global X S&P 500 Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 4,081 shares of CATH stock, worth $316,848. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,081

Previous 3,686 10.72%

Holding current value

$316,848

Previous $261,000 5.36%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$66.14 - $74.2 $26,125 - $29,309	395 Added 10.72%	4,081 $275,000
Q4 2024 Jan 24, 2025	SELL	$68.5 - $73.81 $59,937 - $64,583	-875 Reduced 19.18%	3,686 $261,000
Q2 2024 Aug 07, 2024	BUY	$60.01 - $66.14 $19,443 - $21,429	324 Added 7.65%	4,561 $298,000
Q3 2023 Nov 03, 2023	SELL	$52.09 - $56.24 $19,794 - $21,371	-380 Reduced 8.23%	4,237 $221,000
Q2 2023 Aug 11, 2023	BUY	$49.58 - $54.44 $55,529 - $60,972	1,120 Added 32.03%	4,617 $251,000
Q1 2023 May 02, 2023	BUY	$46.11 - $51.11 $10,466 - $11,601	227 Added 6.94%	3,497 $175,000
Q3 2022 Nov 04, 2022	BUY	$43.65 - $52.57 $94,938 - $114,339	2,175 Added 198.63%	3,270 $143,000
Q2 2022 Aug 08, 2022	BUY	$44.71 - $56.31 $48,957 - $61,659	1,095 New	1,095 $50,000

Others Institutions Holding CATH

# of Institutions

196

Shares Held

6.87M

Call Options Held

Put Options Held

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About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
Sector ETFs
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Hhm Wealth Advisors, LLC Global X Fds Global X S&P 500 Transaction History