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

Mbe Wealth Management, LLC

$170 Million
Q4 2024

A detailed history of Mbe Wealth Management, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 5,058 shares of CATH stock, worth $367,311. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,058

Previous 5,095 0.73%

Holding current value

$367,311

Previous $353,000 1.42%

% of portfolio

0.21%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$68.5 - $73.81 $2,534 - $2,730	-37 Reduced 0.73%	5,058 $358,000
Q3 2024 Oct 21, 2024	BUY	$62.26 - $69.39 $9,339 - $10,408	150 Added 3.03%	5,095 $353,000
Q2 2024 Jul 19, 2024	SELL	$60.01 - $66.14 $3,000 - $3,307	-50 Reduced 1.0%	4,945 $323,000
Q4 2023 Jan 29, 2024	SELL	$50.0 - $58.53 $5,600 - $6,555	-112 Reduced 2.19%	4,995 $289,000
Q1 2023 Apr 20, 2023	BUY	$46.11 - $51.11 $1,337 - $1,482	29 Added 0.57%	5,107 $256,000
Q4 2022 Jan 17, 2023	BUY	$43.49 - $49.78 $4,740 - $5,426	109 Added 2.19%	5,078 $0
Q3 2022 Oct 20, 2022	BUY	$43.65 - $52.57 $1,746 - $2,102	40 Added 0.81%	4,969 $217,000
Q2 2022 Jul 19, 2022	BUY	$44.71 - $56.31 $19,225 - $24,213	430 Added 9.56%	4,929 $226,000
Q1 2022 Apr 20, 2022	BUY	$51.14 - $59.36 $230,078 - $267,060	4,499 New	4,499 $251,000
Q2 2020 Aug 14, 2020	SELL	$30.39 - $40.0 $36,042 - $47,440	-1,186 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$27.43 - $41.53 $32,531 - $49,254	1,186 New	1,186 $37,000

Others Institutions Holding CATH

# of Institutions

185

Shares Held

6.65M

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