Stonehaven Wealth & Tax Solutions, LLC Global X Fds Global X S&P 500 Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 24,960 shares of CATH stock, worth $2.03 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
24,960
Previous 25,165 0.81%
Holding current value
$2.03 Million
Previous $1.9 Billion 6.56%
% of portfolio
1.87%
Previous 1.85%

Shares

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

Nov 13, 2025
SELL
$75.38 - $81.32 $15,452 - $16,670
-205 Reduced 0.81%
24,960 $2.02 Billion
Q2 2025

Aug 14, 2025
BUY
$59.85 - $75.45 $2,094 - $2,640
35 Added 0.14%
25,165 $1.9 Billion
Q1 2025

May 15, 2025
BUY
$66.14 - $74.2 $516,024 - $578,908
7,802 Added 45.03%
25,130 $1.7 Billion
Q4 2024

Feb 13, 2025
BUY
$68.5 - $73.81 $1.19 Million - $1.28 Million
17,328 New
17,328 $1.23 Billion

Others Institutions Holding CATH

# of Institutions
209
Shares Held
7M
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS GLOBAL X S&P 500

CATH Quotes by TradingView
  • Ticker CATH
  • Sector ETFs
  • Industry ETFs
More about CATH
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, 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 Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email