Carolina Wealth Advisors, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Carolina Wealth Advisors, LLC
- $197 Million
- Q2 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 486 shares of CGW stock, worth $29,602. This represents 0.01% of its overall portfolio holdings.
Number of Shares
486
Previous 518
6.18%
Holding current value
$29,602
Previous $28,000
7.14%
% of portfolio
0.01%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding CGW
# of Institutions
201Shares Held
6.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$61.3 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.538KShares$32.8 Million3.19% of portfolio
-
Ubs Group Ag474KShares$28.9 Million0.01% of portfolio
-
Weatherly Asset Management L. P.456KShares$27.8 Million2.31% of portfolio
-
1832 Asset Management L.P. Toronto, A6340KShares$20.7 Million0.04% of portfolio