A detailed history of Catalyst Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 7,699 shares of XT stock, worth $464,249. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,699
Previous 8,726 11.77%
Holding current value
$464,249
Previous $413 Million 1.78%
% of portfolio
0.38%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 11, 2023

SELL
$47.43 - $55.75 $48,710 - $57,255
-1,027 Reduced 11.77%
7,699 $406 Million
Q4 2022

Jan 26, 2023

BUY
$43.76 - $51.48 $381,849 - $449,214
8,726 New
8,726 $413 Million

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
Track This Portfolio

Track Catalyst Wealth Management, LLC Portfolio

Follow Catalyst Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Wealth Management, LLC with notifications on news.