Root Financial Partners, LLC Global X Fds Global X S&P 500 Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Root Financial Partners, LLC holds 55 shares of CATH stock, worth $4,464. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,464

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$75.38 - $81.32 $4,145 - $4,472	55 New	55 $4.46 Million

Others Institutions Holding CATH

# of Institutions

209

Shares Held

Call Options Held

Put Options Held

Fund Evaluation Group, LLC Cincinnati, OH

733K
Shares

$59.5 Million
2.15% of portfolio
Bank Of America Corp Charlotte, NC

566K
Shares

$45.9 Million
0.0% of portfolio
Central Trust CO Jefferson City, MO

557K
Shares

$45.2 Million
0.97% of portfolio
Morgan Stanley New York, NY

473K
Shares

$38.4 Million
0.0% of portfolio
Truist Financial Corp

272K
Shares

$22.1 Million
0.03% of portfolio

View Full List

About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
Sector ETFs
Industry ETFs

More about CATH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Global X Fds Global X S&P 500 Transaction History