A detailed history of Catalytic Wealth Ria, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 18,699 shares of CWS stock, worth $1.26 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,699
Previous 14,223 31.47%
Holding current value
$1.26 Million
Previous $977 Million 23.92%
% of portfolio
0.21%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$64.77 - $71.56 $289,910 - $320,302
4,476 Added 31.47%
18,699 $1.21 Billion
Q3 2024

Nov 04, 2024

BUY
$61.66 - $68.72 $78,986 - $88,030
1,281 Added 9.9%
14,223 $977 Million
Q2 2024

Jul 31, 2024

BUY
$59.74 - $64.0 $41,758 - $44,736
699 Added 5.71%
12,942 $805 Million
Q1 2024

May 10, 2024

BUY
$57.96 - $63.69 $709,604 - $779,756
12,243 New
12,243 $780 Million

Others Institutions Holding CWS

About ADVISORSHARES TR ADVISORSHARES


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

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, 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 Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.