Carolinas Wealth Consulting LLC Global X Funds Global X Altern Transaction History

Carolinas Wealth Consulting LLC

$542 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$10.32 - $11.92 $1,310 - $1,513	-127 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$7.74 - $12.29 $982 - $1,560	127 New	127 $1,000

Others Institutions Holding ALTY

# of Institutions

20

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Andesa Financial Management Inc.

465K
Shares

$5.57 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

402K
Shares

$4.82 Million
0.0% of portfolio
Eudaimonia Partners, LLC Winchester, TN

71.4K
Shares

$856,002
0.2% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

48.7K
Shares

$584,200
0.0% of portfolio
Triumph Capital Management

47.9K
Shares

$573,889
0.24% of portfolio

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