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Global X Fds s&p 500 catholic shares owned by PBWM Holdings

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

Historical chart of PBWM Holdings 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 PBWM Holdings 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 PBWM Holdings

Quarter filed Position value Share count Share price at filing
2023-03-31 $576k 12k 50.20
2022-12-31 $534k 12k 46.55
2022-09-30 $445k 10k 43.66
2022-06-30 $468k 10k 45.92
2022-03-31 $458k 8.2k 55.78
2021-12-31 $448k 7.6k 58.96
2021-09-30 $422k 7.8k 53.93
2021-06-30 $417k 7.8k 53.29
2021-03-31 $387k 7.8k 49.46
2020-12-31 $266k 5.8k 46.17

More positions owned by PBWM Holdings

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iShares MSCI EAFE Index ETF Msci Eafe Etf (EFA)
Apple (AAPL)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
iShares S&P Midcap 400 ETF Core S&p Mcp Etf (IJH)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
iShares Russell 1000 ETF Rus 1000 Etf (IWB)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Value ETF Value Etf (VTV)

View all positions for PBWM Holdings

Top funds holding Global X Fds s&p 500 catholic

Fund Evaluation Group
Central Trust & Investment
Morgan Stanley
Branch Banking & Trust Company
Billeaud Capital Management
Wells Fargo & Company
LPL Financial
CWM
Fort Washington Investment Advisors
Commerce Bank N A
Common Fund For Nonprofit Organizations
Sound View Wealth Advisors Group
Captrust Financial Advisors
Royal Bank of Canada
Reed Conner & Birdwell

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