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

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-12-31 $224k 2.7k 82.23
2025-09-30 $231k 2.9k 81.06
2025-06-30 $217k 2.9k 75.45
2024-03-31 $204k 3.2k 63.64
2023-12-31 $200k 3.5k 57.99

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Planning Alternatives

Top funds holding Global X Fds s&p 500 catholic

Fund Evaluation Group
Central Trust & Investment
Branch Banking & Trust Company
Billeaud Capital Management
Wells Fargo & Company
LPL Financial
CWM
CI Private Wealth
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