Argent Financial Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Argent Financial Group’s Portfolio CATH Stock Details CATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$347K	Buy	+5,000	New	+$333K	0.04%	250

Other funds holding CATH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Argent Financial Group's CATH Position: Q3 2024 in Review

Argent Financial Group opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q3 2024: 5,000 shares worth $347K. The stake represents 0.04% of the portfolio and ranks #250 among its holdings.

174 funds tracked by Wall St. Rank hold CATH as of Q3 2024.

Argent Financial Group held 5,000 shares of Global X S&P 500 Catholic Values ETF worth $347K as of Q3 2024.
Global X S&P 500 Catholic Values ETF was a new Argent Financial Group position in Q3 2024.
Global X S&P 500 Catholic Values ETF made up 0.04% of Argent Financial Group's portfolio in Q3 2024, its #250 holding.
174 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.