A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 962 shares of CMDY stock, worth $47,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares
962
Previous 961 0.1%
Holding current value
$47,811
Previous $46,000 2.17%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$48.2 - $51.91 $48 - $51
1 Added 0.1%
962 $47,000
Q4 2023

Feb 13, 2024

BUY
$47.04 - $52.37 $2,163 - $2,409
46 Added 5.03%
961 $45,000
Q4 2022

Feb 14, 2023

BUY
$53.73 - $58.49 $49,162 - $53,518
915 New
915 $49,000

Others Institutions Holding CMDY

About ISHARES US ETF TR BLOOMBERG RO


  • Ticker CMDY
  • Sector ETFs
  • Industry ETFs
More about CMDY
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.