Catalytic Wealth Ria, LLC ISHARES TR Transaction History

Catalytic Wealth Ria, LLC

  • $3.04 Trillion
  • Q3 2025
Number of Shares
34,163
Previous 29,899 14.26%
Holding current value
$891 Million
Previous $767 Million 16.13%
% of portfolio
0.03%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
4,264 Added 14.26%
34,163 $891 Million
Q2 2025

Jul 17, 2025
SELL
N/A
-496 Reduced 1.63%
29,899 $767 Million
Q1 2025

May 12, 2025
BUY
N/A
1,161 Added 3.97%
30,395 $772 Million
Q4 2024

Feb 07, 2025
BUY
N/A
29,234 New
29,234 $742 Million
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