Naviter Wealth, LLC Global X Fds Global X S&P 500 Transaction History

Naviter Wealth, LLC

$742 Million
Q4 2025

A detailed history of Naviter Wealth, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Naviter Wealth, LLC holds 2,880 shares of CATH stock, worth $233,798. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,880

Holding current value

$233,798

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$79.23 - $83.57 $228,182 - $240,681	2,880 New	2,880 $233,000

Others Institutions Holding CATH

# of Institutions

214

Shares Held

7.02M

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

View Full List

About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
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