Journey Beyond Wealth LLC Makes New $516,000 Investment in Global X S&P 500 Catholic Values ETF (NASDAQ:CATH)

Journey Beyond Wealth LLC bought a new position in shares of Global X S&P 500 Catholic Values ETF (NASDAQ:CATH) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 7,290 shares of the company’s stock, valued at approximately $516,000. Global X S&P 500 Catholic Values ETF accounts for 0.5% of Journey Beyond Wealth LLC’s portfolio, making the stock its 21st largest position. Journey Beyond Wealth LLC owned about 0.06% of Global X S&P 500 Catholic Values ETF at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Flagship Wealth Advisors LLC purchased a new stake in Global X S&P 500 Catholic Values ETF in the fourth quarter worth $39,000. Synergy Asset Management LLC bought a new stake in shares of Global X S&P 500 Catholic Values ETF during the 4th quarter valued at $99,000. Brown Brothers Harriman & Co. purchased a new stake in shares of Global X S&P 500 Catholic Values ETF in the 3rd quarter worth about $216,000. Bank Julius Baer & Co. Ltd Zurich increased its stake in shares of Global X S&P 500 Catholic Values ETF by 66.8% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 2,806 shares of the company’s stock worth $219,000 after acquiring an additional 1,124 shares in the last quarter. Finally, True Link Financial Advisors LLC purchased a new position in Global X S&P 500 Catholic Values ETF during the 4th quarter valued at about $228,000.

Global X S&P 500 Catholic Values ETF Stock Performance

Shares of CATH opened at $69.42 on Wednesday. Global X S&P 500 Catholic Values ETF has a fifty-two week low of $59.85 and a fifty-two week high of $74.20. The firm’s 50-day simple moving average is $71.30 and its two-hundred day simple moving average is $70.96. The stock has a market cap of $883.02 million, a PE ratio of 25.48 and a beta of 1.01.

Global X S&P 500 Catholic Values ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Tuesday, January 7th. Investors of record on Monday, December 30th were given a dividend of $0.4052 per share. The ex-dividend date of this dividend was Monday, December 30th.

Global X S&P 500 Catholic Values ETF Company 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.