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Global X Fds s&p 500 catholic shares owned by Capital Planning

Quarter-by-quarter ownership of Global X Fds s&p 500 catholic (CATH) shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in Global X Fds s&p 500 catholic

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds s&p 500 catholic held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds s&p 500 catholic by Capital Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 3.7k 63.64
2023-12-31 $215k 3.7k 58.40
2023-06-30 $204k 3.7k 54.71
2022-03-31 $207k 3.7k 55.65
2021-12-31 $221k 3.7k 59.41

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Boeing Common Stock (BA)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

View all positions for Capital Planning

Top funds holding Global X Fds s&p 500 catholic

Bank of America Corporation
Central Trust & Investment
Vanguard Group
Fund Evaluation Group
Billeaud Capital Management
Wells Fargo & Company
CI Private Wealth
CWM
Branch Banking & Trust Company
Country Club Bank
Royal Bank of Canada
Commerce Bank N A
Bank Of Montreal
First Bank & Trust
UBS Group

View all funds holding Global X Fds s&p 500 catholic