Carolina Wealth Advisors, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Carolina Wealth Advisors, LLC
- $196 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding CRBN
# of Institutions
147Shares Held
2.64MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.3MShares$281 Million0.59% of portfolio
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Morgan Stanley New York, NY196KShares$42.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC127KShares$27.4 Million0.0% of portfolio
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Aspiriant, LLC114KShares$24.6 Million0.77% of portfolio
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Investure, LLC Charlottesville, VA102KShares$22.1 Million1.29% of portfolio