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

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 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 24,600 shares of CATH stock, worth $2 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
24,600
Previous 24,960 1.44%
Holding current value
$2 Million
Previous $2.02 Billion 0.02%
% of portfolio
1.82%
Previous 1.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$79.23 - $83.57 $28,522 - $30,085
-360 Reduced 1.44%
24,600 $2.02 Billion
Q3 2025

Nov 13, 2025
SELL
$75.38 - $81.32 $15,452 - $16,670
-205 Reduced 0.81%
24,960 $2.02 Billion
Q2 2025

Aug 14, 2025
BUY
$59.85 - $75.45 $2,094 - $2,640
35 Added 0.14%
25,165 $1.9 Billion
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
215
Shares Held
7.02M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS GLOBAL X S&P 500

CATH Quotes by TradingView
  • Ticker CATH
  • Sector ETFs
  • Industry ETFs
More about CATH
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