Carter Financial LLC bought a new position in shares of Global X S&P 500 Catholic Values ETF (NASDAQ:CATH – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 7,556 shares of the company’s stock, valued at approximately $621,000. Global X S&P 500 Catholic Values ETF accounts for 0.5% of Carter Financial LLC’s portfolio, making the stock its 13th largest position.
Several other institutional investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. lifted its position in Global X S&P 500 Catholic Values ETF by 37.1% during the first quarter. Geneos Wealth Management Inc. now owns 562 shares of the company’s stock valued at $38,000 after buying an additional 152 shares during the period. International Assets Investment Management LLC bought a new position in shares of Global X S&P 500 Catholic Values ETF in the 4th quarter worth about $54,000. N.E.W. Advisory Services LLC increased its stake in shares of Global X S&P 500 Catholic Values ETF by 93.1% in the 4th quarter. N.E.W. Advisory Services LLC now owns 842 shares of the company’s stock worth $69,000 after acquiring an additional 406 shares in the last quarter. Sound Income Strategies LLC purchased a new position in Global X S&P 500 Catholic Values ETF during the 4th quarter valued at about $111,000. Finally, Webster Bank N. A. purchased a new position in Global X S&P 500 Catholic Values ETF during the 4th quarter valued at about $144,000.
Global X S&P 500 Catholic Values ETF Price Performance
NASDAQ:CATH opened at $89.32 on Friday. Global X S&P 500 Catholic Values ETF has a one year low of $72.41 and a one year high of $90.68. The company’s 50-day simple moving average is $87.52 and its 200 day simple moving average is $83.85. The firm has a market capitalization of $1.25 billion, a P/E ratio of 25.57 and a beta of 1.02.
Global X S&P 500 Catholic Values ETF Profile
The Global X S&P 500 Catholic Values ETF (CATH) is an exchange-traded fund that is based on the S&P 500 Catholic Values index. The fund tracks an index of US large-cap stocks selected from the S&P 500. The cap-weighted index omits companies from certain industries at odds with Catholic values. CATH was launched on Apr 18, 2016 and is managed by Global X.
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