Catalytic Wealth RIA LLC Has $3.91 Million Stock Holdings in Visa …

Catalytic Wealth RIA LLC Has $3.91 Million Stock Holdings In Visa …

1 week from now

6 days ago  · The institutional investor owned 14,230 shares of the credit-card processor's stock after selling 2,054 shares during the quarter. Visa makes up 0.7% of Catalytic Wealth RIA …

marketbeat.com

CATALYTIC WEALTH RIA, LLC Top 13F Holdings - WhaleWisdom.com

1 week from now

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 …

whalewisdom.com

Catalytic Wealth Ria 13F Annual Report (2024) - Wallmine

1 week from now

As of 24th July 2024, Catalytic Wealth Ria’s top holding is 241,463 shares of Salesforce Inc currently worth over $62.1 billion and making up 12.4% of the portfolio value. Relative to the …

wallmine.com

Equinix Shares Owned By Catalytic Wealth RIA - Stockzoa.com

1 week from now

Quarterly reported holdings in Equinix by Catalytic Wealth RIA . Quarter filed Position value Share count Share price at filing; 2023-12-31 $342k : 424 : 805.39 : More positions owned by …

stockzoa.com

Catalytic Wealth RIA, LLC 13F Filings

1 week from now

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 ... Most recent 13F Q2 …

13f.info

Catalytic Wealth RIA LLC Acquires 32 Shares Of Meta Platforms, Inc ...

1 week from now

2 days ago  · Catalytic Wealth RIA LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.5% in the third quarter, according to the company in its …

americanbankingnews.com

Catalytic Wealth RIA LLC Has $3.64 Million Position In

1 week from now

6 days ago  · Catalytic Wealth RIA LLC boosted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 38.8% during the 3rd quarter, according to its most recent …

marketbeat.com

Microsoft Co. (NASDAQ:MSFT) Is Catalytic Wealth RIA LLC’s 2nd …

1 week from now

Oct 12, 2024  · Catalytic Wealth RIA LLC grew its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.1% in the 2nd quarter, according to its most recent disclosure with the SEC. …

etfdailynews.com

Catalytic Wealth RIA LLC Buys 2,260 Shares Of Accenture

1 week from now

6 days ago  · Catalytic Wealth RIA LLC boosted its stake in Accenture plc (NYSE:ACN - Free Report) by 75.8% during the 3rd quarter, according to the company in its most recent filing …

marketbeat.com

Nike Shares Owned By Catalytic Wealth RIA - Stockzoa.com

1 week from now

Quarterly reported holdings in Nike by Catalytic Wealth RIA . Quarter filed Position value Share count Share price at filing; 2023-12-31 $2.3M : 21k : 108.57 : More positions owned by …

stockzoa.com