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

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 61,227 shares of CATH stock, worth $4.98 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

61,227

Previous 60,717 0.84%

Holding current value

$4.98 Million

Previous $3.86 Million 3.62%

% of portfolio

0.84%

Previous 0.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$60.01 - $66.14 $30,605 - $33,731	510 Added 0.84%	61,227 $4 Million
Q1 2024 Apr 15, 2024	BUY	$56.96 - $63.64 $283,091 - $316,290	4,970 Added 8.92%	60,717 $3.86 Million
Q4 2020 Jan 26, 2021	SELL	$40.05 - $46.32 $1.68 Million - $1.94 Million	-41,901 Reduced 42.91%	55,747 $2.58 Million
Q1 2020 Apr 20, 2020	BUY	$27.43 - $41.53 $356,590 - $539,890	13,000 Added 15.36%	97,648 $3.11 Million
Q2 2019 Jul 22, 2019	BUY	N/A	21,000 Added 32.99%	84,648 $3.03 Million
Q1 2019 May 02, 2019	BUY	N/A	63,648 New	63,648 $2.22 Million

Others Institutions Holding CATH

# of Institutions

203

Shares Held

6.6M

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