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

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 366 shares of CATH stock, worth $24,514. This represents 0.01% of its overall portfolio holdings.

Number of Shares

366

Previous 364 0.55%

Holding current value

$24,514

Previous $25.8 Million 4.12%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$66.14 - $74.2 $132 - $148	2 Added 0.55%	366 $24.7 Million
Q4 2024 Jan 28, 2025	SELL	$68.5 - $73.81 $2,055 - $2,214	-30 Reduced 7.61%	364 $25.8 Million
Q3 2024 Oct 04, 2024	BUY	$62.26 - $69.39 $62 - $69	1 Added 0.25%	394 $27.4 Million
Q2 2024 Jul 08, 2024	SELL	$60.01 - $66.14 $6,901 - $7,606	-115 Reduced 22.64%	393 $25.7 Million
Q1 2024 Apr 19, 2024	BUY	$56.96 - $63.64 $227 - $254	4 Added 0.79%	508 $32.3 Million
Q3 2023 Oct 10, 2023	BUY	$52.09 - $56.24 $104 - $112	2 Added 0.4%	504 $26.4 Million
Q1 2023 May 04, 2023	BUY	$46.11 - $51.11 $23,147 - $25,657	502 New	502 $25.2 Million

Others Institutions Holding CATH

# of Institutions

191

Shares Held

6.88M

Call Options Held

Put Options Held

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About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
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Zrc Wealth Management, LLC Global X Fds Global X S&P 500 Transaction History