Iht Wealth Management, LLC Global X Fds Global X S&P 500 Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,888 shares of CATH stock, worth $379,504. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,888

Previous 4,916 0.57%

Holding current value

$379,504

Previous $348,000 5.17%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$66.14 - $74.2 $1,851 - $2,077	-28 Reduced 0.57%	4,888 $330,000
Q2 2024 Aug 14, 2024	SELL	$60.01 - $66.14 $71,051 - $78,309	-1,184 Reduced 19.41%	4,916 $321,000
Q1 2024 May 15, 2024	SELL	$56.96 - $63.64 $50,295 - $56,194	-883 Reduced 12.64%	6,100 $388,000
Q3 2023 Nov 14, 2023	BUY	$52.09 - $56.24 $468 - $506	9 Added 0.13%	6,983 $365,000
Q2 2023 Aug 14, 2023	SELL	$49.58 - $54.44 $14,279 - $15,678	-288 Reduced 3.97%	6,974 $379,000
Q1 2023 May 15, 2023	BUY	$46.11 - $51.11 $14,709 - $16,304	319 Added 4.59%	7,262 $364,000
Q3 2022 Nov 22, 2022	BUY	$43.65 - $52.57 $303,061 - $364,993	6,943 New	6,943 $303,000

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
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Iht Wealth Management, LLC Global X Fds Global X S&P 500 Transaction History