Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CATALYST PRIVATE WEALTH LLC
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $190,929,000
  Total Value Change : $-22,004,000
  Securities Held Change : -3
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 9
  Increased Positions : 23
  Unchanged Positions : 9
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCTXX)1 Year Chart         SCTXX Schwab AMT Tax-Free Money F... New $0.00 $1,100,000 1,100,000 0.58% 1,100,000 1,100,000 0.122    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 55 New $454.20 $439,000 911 0.23% 439,000 911 0    Business Services
   (PG)1 Year Chart         PG Procter & Gamble Co 65 New $165.76 $251,000 1,545 0.13% 251,000 1,545 0    Cleaning Products
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 66 New $0.00 $243,000 250 0.13% 243,000 250 0    Semiconductor Equipme...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust New $35.07 $212,000 5,244 0.11% 212,000 5,244 0.058    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results