Moneta Group Investment Advisors LLC Global X Fds Global X S&P 500 Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,961 shares of CATH stock, worth $383,336. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,961
Previous 4,277 15.99%
Holding current value
$383,336
Previous $302,000 10.93%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$66.14 - $74.2 $45,239 - $50,752
684 Added 15.99%
4,961 $335,000
Q4 2023

Feb 15, 2024
BUY
$50.0 - $58.53 $213,850 - $250,332
4,277 New
4,277 $248,000

Others Institutions Holding CATH

# of Institutions
197
Shares Held
6.88M
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
  • Industry ETFs
More about CATH
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email