A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 9,249 shares of CATH stock, worth $647,522. This represents 2.31% of its overall portfolio holdings.

Number of Shares
9,249
Previous 392 2259.44%
Holding current value
$647,522
Previous $727,000 2424.21%
% of portfolio
2.31%
Previous 0.51%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$62.26 - $69.39 $551,436 - $614,587
8,857 Added 2259.44%
9,249 $18.4 Million
Q2 2024

Jul 26, 2024

SELL
$60.01 - $66.14 $689,274 - $759,684
-11,486 Reduced 96.7%
392 $727,000
Q1 2024

Jul 26, 2024

BUY
$56.96 - $63.64 $654,812 - $731,605
11,496 Added 3009.42%
11,878 $756,000
Q1 2024

May 03, 2024

SELL
$56.96 - $63.64 $442,351 - $494,228
-7,766 Reduced 95.31%
382 $756,000
Q4 2023

Feb 02, 2024

BUY
$50.0 - $58.53 $11,050 - $12,935
221 Added 2.79%
8,148 $473,000
Q3 2023

Nov 03, 2023

SELL
$52.09 - $56.24 $12,918 - $13,947
-248 Reduced 3.03%
7,927 $414,000
Q2 2023

Aug 04, 2023

BUY
$49.58 - $54.44 $148 - $163
3 Added 0.04%
8,175 $445,000
Q1 2023

May 05, 2023

BUY
$46.11 - $51.11 $3,596 - $3,986
78 Added 0.96%
8,172 $407,000
Q4 2022

Jan 30, 2023

SELL
$43.49 - $49.78 $2,000 - $2,289
-46 Reduced 0.57%
8,094 $376,000
Q3 2022

Oct 31, 2022

BUY
$43.65 - $52.57 $355,311 - $427,919
8,140 New
8,140 $355,000
Q2 2022

Aug 11, 2022

SELL
$44.71 - $56.31 $382,225 - $481,394
-8,549 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$51.14 - $59.36 $2,199 - $2,552
43 Added 0.51%
8,549 $476,000
Q4 2021

Jan 19, 2022

SELL
$53.64 - $61.25 $7,724 - $8,820
-144 Reduced 1.66%
8,506 $501,000
Q3 2021

Oct 15, 2021

BUY
$52.67 - $56.46 $1,527 - $1,637
29 Added 0.34%
8,650 $466,000
Q2 2021

Jul 23, 2021

BUY
$49.81 - $53.58 $183,101 - $196,960
3,676 Added 74.34%
8,621 $459,000
Q4 2020

Jan 29, 2021

BUY
$40.05 - $46.32 $198,047 - $229,052
4,945 New
4,945 $228,000

Others Institutions Holding CATH

About GLOBAL X FDS GLOBAL X S&P 500


  • Ticker CATH
  • Sector ETFs
  • Industry ETFs
More about CATH
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