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Global X Fds s&p 500 catholic shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors 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 TrustWell Financial Advisors 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $416k 5.3k 78.14
2025-12-31 $426k 5.2k 82.23

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Global X Fds s&p 500 catholic

Fund Evaluation Group
Morgan Stanley
Central Trust & Investment
Bank of America Corporation
Branch Banking & Trust Company
Billeaud Capital Management
Choate Investment Advisors
Wells Fargo & Company
LPL Financial
Fort Washington Investment Advisors
CWM
CI Private Wealth
Reed Conner & Birdwell
Common Fund For Nonprofit Organizations
Commerce Bank N A

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