Widmann Financial Services, Inc. Global X Fds Global X S&P 500 Transaction History

Widmann Financial Services, Inc.

$128 Million
Q1 2025

A detailed history of Widmann Financial Services, Inc. transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 9,265 shares of CATH stock, worth $715,072. This represents 0.49% of its overall portfolio holdings.

Number of Shares

9,265

Previous 6,265 47.89%

Holding current value

$715,072

Previous $443,000 41.08%

% of portfolio

0.49%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$66.14 - $74.2 $198,420 - $222,600	3,000 Added 47.89%	9,265 $625,000
Q4 2023 Feb 13, 2024	BUY	$50.0 - $58.53 $15,000 - $17,559	300 Added 5.03%	6,265 $363,000
Q2 2023 Aug 04, 2023	BUY	$49.58 - $54.44 $34,706 - $38,108	700 Added 13.3%	5,965 $324,000
Q4 2022 Feb 06, 2023	BUY	$43.49 - $49.78 $228,974 - $262,091	5,265 New	5,265 $244,000
Q1 2022 May 04, 2022	BUY	$51.14 - $59.36 $225,783 - $262,074	4,415 New	4,415 $246,000

Others Institutions Holding CATH

# of Institutions

199

Shares Held

6.85M

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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Widmann Financial Services, Inc. Global X Fds Global X S&P 500 Transaction History