Integrated Wealth Concepts LLC Global X Fds Global X S&P 500 Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,035 shares of CATH stock, worth $409,093. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,035
Previous 5,398 6.72%
Holding current value
$409,093
Previous $364,000 4.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$59.85 - $75.45 $21,725 - $27,388
-363 Reduced 6.72%
5,035 $379,000
Q1 2025

May 15, 2025
BUY
$66.14 - $74.2 $35,914 - $40,290
543 Added 11.18%
5,398 $364,000
Q4 2024

Feb 14, 2025
BUY
$68.5 - $73.81 $21,646 - $23,323
316 Added 6.96%
4,855 $343,000
Q3 2024

Nov 14, 2024
BUY
$62.26 - $69.39 $282,598 - $314,961
4,539 New
4,539 $314,000

Others Institutions Holding CATH

# of Institutions
206
Shares Held
6.58M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS GLOBAL X S&P 500

CATH Quotes by TradingView
  • Ticker CATH
  • Sector ETFs
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More about CATH
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