Catalyst Wealth Management, LLC Spdr S&P Kensho New Economies Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 20,763 shares of KOMP stock, worth $1.03 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,763
Previous 18,879
9.98%
Holding current value
$1.03 Million
Previous $744 Million
19.13%
% of portfolio
0.83%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding KOMP
# of Institutions
140Shares Held
38.7MCall Options Held
27KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.9MShares$1.68 Billion3.48% of portfolio
-
Betterment LLC New York, NY1.58MShares$78.3 Million0.19% of portfolio
-
Strategic Advocates LLC Logan, UT496KShares$24.5 Million8.76% of portfolio
-
Horizon Investments, LLC Charlotte, NC220KShares$10.9 Million0.23% of portfolio
-
Morgan Stanley New York, NY216KShares$10.7 Million0.0% of portfolio