Ifp Advisors, Inc Global X Fds Global X S&P 500 Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Ifp Advisors, Inc holds 437 shares of CATH stock, worth $32,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares

437

Holding current value

$32,171

% of portfolio

0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$60.01 - $66.14 $26,224 - $28,903	437 New	437 $28,000
Q4 2022 Feb 07, 2023	BUY	$43.49 - $49.78 $25,615 - $29,320	589 Added 11.1%	5,894 $200,000
Q3 2022 Nov 08, 2022	BUY	$43.65 - $52.57 $178,484 - $214,958	4,089 Added 336.27%	5,305 $181,000
Q2 2022 Sep 06, 2022	BUY	$44.71 - $56.31 $54,367 - $68,472	1,216 New	1,216 $41,000
Q2 2022 Aug 12, 2022	SELL	$44.71 - $56.31 $54,367 - $68,472	-1,216 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$51.14 - $59.36 $62,186 - $72,181	1,216 New	1,216 $0
Q3 2021 Oct 06, 2021	SELL	$52.67 - $56.46 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$49.81 - $53.58 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$45.48 - $49.51 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$40.05 - $46.32 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$38.34 - $44.14 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$30.39 - $40.0 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$27.43 - $41.53 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$35.39 - $39.83 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$36.31 - $36.92 $0 - $0	0 New	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-1,622 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	19 Added 1.19%	1,622 $0
Q2 2018 Aug 07, 2018	BUY	N/A	204 Added 14.58%	1,603 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-204 Reduced 12.73%	1,399 $46,000
Q1 2018 May 09, 2018	BUY	N/A	204 Added 14.58%	1,603 $0
Q3 2017 Oct 30, 2017	BUY	N/A	92 Added 7.04%	1,399 $44,000
Q1 2017 Jun 03, 2019	BUY	N/A	342 Added 35.44%	1,307 $38,000
Q4 2016 Jun 03, 2019	BUY	N/A	965	965 $26,000

Others Institutions Holding CATH

# of Institutions

185

Shares Held

6.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

812K
Shares

$59.8 Million
0.0% of portfolio
Central Trust CO Jefferson City, MO

628K
Shares

$46.2 Million
1.11% of portfolio
Morgan Stanley New York, NY

385K
Shares

$28.4 Million
0.0% of portfolio
Heck Capital Advisors, LLC Rhinelander, WI

361K
Shares

$26.6 Million
1.74% of portfolio
Fund Evaluation Group, LLC Cincinnati, OH

298K
Shares

$22 Million
1.15% of portfolio

View Full List

About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
Sector ETFs
Industry ETFs

More about CATH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account