Number of Shares
1,964
Previous 1,952 0.61%
Holding current value
$937 Million
Previous $857 Million 9.34%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
N/A
12 Added 0.61%
1,964 $937 Million
Q2 2024

Jul 25, 2024

BUY
N/A
56 Added 2.95%
1,952 $857 Million
Q1 2024

Apr 22, 2024

BUY
N/A
168 Added 9.72%
1,896 $847 Million
Q4 2023

Feb 06, 2024

BUY
N/A
128 Added 8.0%
1,728 $710 Million
Q3 2023

Oct 26, 2023

BUY
N/A
149 Added 10.27%
1,600 $596 Million
Q2 2023

Aug 02, 2023

BUY
N/A
1,451 New
1,451 $553 Million
Track This Portfolio

Track Catalyst Financial Partners LLC Portfolio

Follow Catalyst Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Financial Partners LLC with notifications on news.