Catalyst Private Wealth, LLC John Hancock Multifactor Large Transaction History

Catalyst Private Wealth, LLC

$145 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$41.02 - $47.38 $108,703 - $125,557	-2,650 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$38.49 - $43.96 $101,998 - $116,494	2,650 New	2,650 $111,000

Others Institutions Holding JHML

# of Institutions

100

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

3.42M
Shares

$239 Million
0.15% of portfolio
Grimes & Company, Inc.

1.71M
Shares

$120 Million
3.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.12M
Shares

$78.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

993K
Shares

$69.4 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

826K
Shares

$57.8 Million
0.01% of portfolio

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