Stonehaven Wealth & Tax Solutions, LLC Global X Fds Global X S&P 500 Transaction History

Stonehaven Wealth & Tax Solutions, LLC

$94.7 Billion
Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 25,130 shares of CATH stock, worth $1.86 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

25,130

Previous 17,328 45.03%

Holding current value

$1.86 Million

Previous $1.23 Billion 38.27%

% of portfolio

1.79%

Previous 1.34%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$66.14 - $74.2 $516,024 - $578,908	7,802 Added 45.03%	25,130 $1.7 Billion
Q4 2024 Feb 13, 2025	BUY	$68.5 - $73.81 $1.19 Million - $1.28 Million	17,328 New	17,328 $1.23 Billion

Others Institutions Holding CATH

# of Institutions

192

Shares Held

6.78M

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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Stonehaven Wealth & Tax Solutions, LLC Global X Fds Global X S&P 500 Transaction History