Steward Partners Investment Advisory, LLC Global X Fds Global X S&P 500 Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 31,462 shares of CATH stock, worth $2.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

31,462

Previous 32,199 2.29%

Holding current value

$2.55 Million

Previous $2.43 Million 4.98%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$75.38 - $81.32 $55,555 - $59,932	-737 Reduced 2.29%	31,462 $2.55 Million
Q2 2025 Aug 12, 2025	SELL	$59.85 - $75.45 $15,381 - $19,390	-257 Reduced 0.79%	32,199 $2.43 Million
Q1 2025 May 13, 2025	BUY	$66.14 - $74.2 $4,299 - $4,823	65 Added 0.2%	32,456 $2.19 Million
Q4 2024 Feb 06, 2025	BUY	$68.5 - $73.81 $185,977 - $200,394	2,715 Added 9.15%	32,391 $2.29 Million
Q3 2024 Nov 14, 2024	BUY	$62.26 - $69.39 $255,266 - $284,499	4,100 Added 16.03%	29,676 $2.06 Million

Q2 2024 Aug 08, 2024	BUY	$60.01 - $66.14 $40,566 - $44,710	676 Added 2.71%	25,576 $1.67 Million
Q1 2024 May 15, 2024	BUY	$56.96 - $63.64 $1.42 Million - $1.58 Million	24,900 New	24,900 $1.58 Million

Others Institutions Holding CATH

# of Institutions

209

Shares Held

Call Options Held

Put Options Held

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About GLOBAL X FDS GLOBAL X S&P 500

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Steward Partners Investment Advisory, LLC Global X Fds Global X S&P 500 Transaction History