Catalytic Wealth Ria 13F annual report (2024) | wallmine
According to the last 13-F report filed with the SEC, Jessica Hale serves as the Chief Compliance Officer at Catalytic Wealth Ria. Recent trades In the most recent 13F filing, Catalytic Wealth …
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CATALYTIC WEALTH RIA, LLC Top 13F Holdings - WhaleWisdom.com
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Catalytic Wealth Ria is based out of Cambridge. Catalytic Wealth Ria is a large advisory firm with 107 clients and discretionary assets under management (AUM) of $1,714,816,648 (Form ADV …
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Catalytic Wealth RIA, LLC 13F Filings
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Feb 12, 2024 · Catalytic Wealth RIA, LLC reported 268 holdings with total value $507 M as of Q2 2024. Top holdings included CRM, MSFT, AAPL, GOOG, and SPY. Catalytic Wealth RIA, LLC …
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Catalyst Wealth Management 13F Annual Report (2024) | Wallmine
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As of 4th April 2023, Catalyst Wealth Management’s top holding is 19,721 shares of Apple Inc currently worth over $3.25 billion and making up 3.1% of the portfolio value. Relative to the …
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Catalyst Capital Advisors 13F Annual Report (2024) | Wallmine
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$4.31 trillion Assets Under Management (AUM) As of 18th July 2024, Catalyst Capital Advisors’s top holding is 23,128,086 shares of Ishares Tr currently worth over $2.14 trillion and making …
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Chico Wealth Ria 13F Annual Report (2024) | Wallmine
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As of 11th April 2024, Chico Wealth Ria’s top holding is 2,886,293 shares of Dimensional Etf Trust currently worth over $89.2 billion and making up 84.3% of the portfolio value. In addition, the …
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Catalytic Wealth RIA LLC Purchases 8,856 Shares Of ... - ETF Daily …
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1 day ago · Catalytic Wealth RIA LLC lifted its holdings in JPMorgan Chase & Co. by 43.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and …
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Hound Partners 13F Annual Report (2024) | Wallmine
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As of 7th August 2024, Hound Partners’s top holding is 2,407,863 shares of Fortinet Inc currently worth over $145 billion and making up 29.1% of the portfolio value. Relative to the number of …
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Catalyst Financial Partners 13F Annual Report - Wallmine
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As of 18th July 2024, Catalyst Financial Partners’s top holding is 1,610,008 shares of Ishares Tr currently worth over $200 billion and making up 44.0% of the portfolio value. In addition, the …
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Whale Rock Capital Management 13F Annual Report (2024)
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As of 8th May 2024, Whale Rock Capital Management’s top holding is 821,936 shares of NVIDIA Corp currently worth over $743 billion and making up 11.0% of the portfolio value. Relative to …
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Apeiron Ria 13F Annual Report (2024) | Wallmine
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Apeiron Ria 13F annual report Apeiron Ria is an investment fund managing more than $345 billion ran by James Marsden. There are currently 119 companies in Mr. Marsden’s portfolio. The …
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Ritholtz Wealth Management 13F Annual Report (2024) - Wallmine
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Ritholtz Wealth Management closed its position in Humana on 24th April 2024. It sold the previously owned 4,901 shares for $2.24 billion. Patricia Hatzfeld also disclosed a decreased …
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Chico Wealth Ria 13F Annual Report (2024) | Wallmine CA
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Chico Wealth Ria 13F annual report Chico Wealth Ria is an investment fund managing more than $83.6 billion ran by Khanthaly Dacanay. There are currently 21 companies in Dacanay’s …
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Pilgrim Global Advisors 13F Annual Report (2024) | Wallmine
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Pilgrim Global Advisors 13F annual report. Pilgrim Global Advisors is an investment fund managing more than $504 billion ran by Giselle Casella. There are currently 4 companies in …
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Walleye Capital 13F Annual Report (2024) | Wallmine GB
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As of 7th August 2024, Walleye Capital’s top holding is 728,146 shares of Amazon.com currently worth over $141 billion and making up 1.6% of the portfolio value. Relative to the number of …
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Capital Investment Counsel 13F Annual Report (2024) | Wallmine
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Capital Investment Counsel closed its position in Cisco Sys Inc on 14th August 2024. It sold the previously owned 171,089 shares for $8.54 billion. Samantha Cox also disclosed a decreased …
wallmine.com
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