IFWM
CTLT

Institute for Wealth Management’s CATALENT, INC. CTLT Stock Holding History

Institute for Wealth Management’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,675
Closed -$283K – 569
2024
Q3 		$283K Hold
4,675
– – 0.04% 426
2024
Q2 		$263K Hold
4,675
– – 0.04% 416
2024
Q1 		$264K Hold
4,675
– – 0.03% 418
2023
Q4 		$210K Hold
4,675
– – 0.03% 451
2023
Q3 		$213K Hold
4,675
– – 0.04% 423
2023
Q2 		$203K Hold
4,675
– – 0.04% 443
2023
Q1 		$307K Hold
4,675
– – 0.06% 344
2022
Q4 		$210K Buy
+4,675
New +$254K 0.04% 417

Other funds holding CTLT

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $113M AUM 22.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return