Carolinas Wealth Consulting LLC Tidal ETF Tr Gotham 1000 Value Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Tidal ETF Tr Gotham 1000 Value stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 27,713 shares of GVLU stock, worth $630,470. This represents 0.12% of its overall portfolio holdings.

Number of Shares

27,713

Previous 17,443 58.88%

Holding current value

$630,470

Previous $432,000 51.62%

% of portfolio

0.12%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$23.49 - $25.95 $241,242 - $266,506	10,270 Added 58.88%	27,713 $655,000
Q3 2024 Nov 12, 2024	BUY	$22.6 - $24.81 $7,345 - $8,063	325 Added 1.9%	17,443 $432,000
Q2 2024 Aug 12, 2024	BUY	$22.24 - $23.76 $355,684 - $379,993	15,993 Added 1421.6%	17,118 $391,000
Q1 2024 May 14, 2024	BUY	$21.23 - $23.85 $700 - $787	33 Added 3.02%	1,125 $26,000
Q4 2023 Feb 13, 2024	BUY	$18.92 - $22.24 $208 - $244	11 Added 1.02%	1,092 $23,000
Q3 2023 Nov 14, 2023	BUY	$19.6 - $21.02 $940 - $1,008	48 Added 4.65%	1,081 $21,000
Q2 2023 Aug 14, 2023	BUY	$18.09 - $19.84 $18,017 - $19,760	996 Added 2691.89%	1,033 $20,000
Q1 2023 May 15, 2023	BUY	$17.9 - $20.75 $662 - $767	37 New	37 $0

Others Institutions Holding GVLU

# of Institutions

Shares Held

4.24M

Call Options Held

Put Options Held

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About TIDAL ETF TR GOTHAM 1000 VALUE

Ticker GVLU

More about GVLU

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Carolinas Wealth Consulting LLC Tidal ETF Tr Gotham 1000 Value Transaction History