Asset Planning Corporation Global X Fds Global X S&P 500 Transaction History
Asset Planning Corporation
- $204 Million
- Q3 2025
A detailed history of Asset Planning Corporation transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Asset Planning Corporation holds 3,000 shares of CATH stock, worth $243,540. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$243,540
Previous $226,000
7.52%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CATH
# of Institutions
209Shares Held
7MCall Options Held
0Put Options Held
0-
Fund Evaluation Group, LLC Cincinnati, OH733KShares$59.5 Million2.15% of portfolio
-
Bank Of America Corp Charlotte, NC566KShares$45.9 Million0.0% of portfolio
-
Central Trust CO Jefferson City, MO557KShares$45.2 Million0.97% of portfolio
-
Morgan Stanley New York, NY473KShares$38.4 Million0.0% of portfolio
-
Truist Financial Corp272KShares$22.1 Million0.03% of portfolio