Catalytic Wealth Ria, LLC ISHARES TR Transaction History

Catalytic Wealth Ria, LLC

  • $2.72 Trillion
  • Q4 2025
Number of Shares
41,404
Previous 34,163 21.2%
Holding current value
$1.08 Billion
Previous $891 Million 21.1%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026
BUY
N/A
7,241 Added 21.2%
41,404 $1.08 Billion
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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