Number of Shares
16,491
Previous 14,833 11.18%
Holding current value
$702 Million
Previous $640 Million 9.68%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Nov 13, 2025

BUY
N/A
1,658 Added 11.18%
16,491 $702 Million
Q2 2025

Jul 17, 2025

BUY
N/A
7,021 Added 89.87%
14,833 $640 Million
Q1 2025

May 12, 2025

SELL
N/A
-4,707 Reduced 37.6%
7,812 $352 Million
Q4 2024

Feb 07, 2025

BUY
N/A
2,000 Added 19.01%
12,519 $674 Million
Q3 2024

Nov 04, 2024

BUY
N/A
10,519 New
10,519 $520 Million
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.