Savvy Advisors, Inc. Global X Fds Global X S&P 500 Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,861 shares of CATH stock, worth $308,957. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,861

Holding current value

$308,957

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$59.85 - $75.45 $231,080 - $291,312	3,861 New	3,861 $291,000

Others Institutions Holding CATH

# of Institutions

203

Shares Held

6.6M

Call Options Held

Put Options Held

Central Trust CO Jefferson City, MO

557K
Shares

$44.6 Million
0.99% of portfolio
Bank Of America Corp Charlotte, NC

541K
Shares

$43.3 Million
0.0% of portfolio
Fund Evaluation Group, LLC Cincinnati, OH

476K
Shares

$38.1 Million
1.39% of portfolio
Morgan Stanley New York, NY

441K
Shares

$35.3 Million
0.0% of portfolio
Truist Financial Corp

272K
Shares

$21.7 Million
0.03% of portfolio

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About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
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Savvy Advisors, Inc. Global X Fds Global X S&P 500 Transaction History