Corient Private Wealth LLC Increases Stock Holdings in Global X S&P 500 Catholic Values ETF $CATH

Corient Private Wealth LLC increased its stake in shares of Global X S&P 500 Catholic Values ETF (NASDAQ:CATH) by 134.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 147,430 shares of the company’s stock after buying an additional 84,490 shares during the quarter. Corient Private Wealth LLC owned 1.10% of Global X S&P 500 Catholic Values ETF worth $12,123,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of CATH. Moneta Group Investment Advisors LLC boosted its holdings in Global X S&P 500 Catholic Values ETF by 2.7% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 5,401 shares of the company’s stock worth $444,000 after acquiring an additional 142 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Global X S&P 500 Catholic Values ETF by 37.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 562 shares of the company’s stock worth $38,000 after acquiring an additional 152 shares in the last quarter. Dana Investment Advisors Inc. raised its holdings in shares of Global X S&P 500 Catholic Values ETF by 4.9% in the third quarter. Dana Investment Advisors Inc. now owns 6,594 shares of the company’s stock valued at $534,000 after purchasing an additional 308 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Global X S&P 500 Catholic Values ETF by 12.6% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 3,234 shares of the company’s stock valued at $270,000 after purchasing an additional 362 shares during the last quarter. Finally, Stratos Wealth Partners LTD. lifted its position in shares of Global X S&P 500 Catholic Values ETF by 9.4% during the fourth quarter. Stratos Wealth Partners LTD. now owns 4,245 shares of the company’s stock valued at $349,000 after purchasing an additional 366 shares in the last quarter.

Global X S&P 500 Catholic Values ETF Stock Performance

Global X S&P 500 Catholic Values ETF stock opened at $87.59 on Wednesday. Global X S&P 500 Catholic Values ETF has a fifty-two week low of $73.74 and a fifty-two week high of $90.68. The stock has a market cap of $1.23 billion, a PE ratio of 25.57 and a beta of 1.02. The firm’s 50-day simple moving average is $87.78 and its 200 day simple moving average is $83.94.

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.