Catalyst Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 9,155 shares of XAR stock, worth $1.44 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
9,155
Previous 8,384
9.2%
Holding current value
$1.44 Million
Previous $923 Million
16.0%
% of portfolio
1.0%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding XAR
# of Institutions
360Shares Held
6.92MCall Options Held
18.2KPut Options Held
500-
Lpl Financial LLC Fort Mill, SC1.07MShares$168 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC799KShares$126 Million0.01% of portfolio
-
Morgan Stanley New York, NY699KShares$110 Million0.01% of portfolio
-
Envestnet Asset Management Inc336KShares$52.8 Million0.02% of portfolio
-
Howard Capital Management Group, LLC179KShares$28.2 Million1.99% of portfolio