Financial Consulate, Inc Global X Fds Global X S&P 500 Transaction History

Financial Consulate, Inc

$678 Million
Q3 2025

A detailed history of Financial Consulate, Inc transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Financial Consulate, Inc holds 1,977 shares of CATH stock, worth $160,492. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,977

Holding current value

$160,492

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$75.38 - $81.32 $149,026 - $160,769	1,977 New	1,977 $160,000

Others Institutions Holding CATH

# of Institutions

209

Shares Held

Call Options Held

Put Options Held

Fund Evaluation Group, LLC Cincinnati, OH

733K
Shares

$59.5 Million
2.15% of portfolio
Bank Of America Corp Charlotte, NC

566K
Shares

$45.9 Million
0.0% of portfolio
Central Trust CO Jefferson City, MO

557K
Shares

$45.2 Million
0.97% of portfolio
Morgan Stanley New York, NY

473K
Shares

$38.4 Million
0.0% of portfolio
Truist Financial Corp

272K
Shares

$22.1 Million
0.03% of portfolio

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About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
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Financial Consulate, Inc Global X Fds Global X S&P 500 Transaction History