Carolinas Wealth Consulting LLC Tompkins Financial Corp Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Tompkins Financial Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 5,036 shares of TMP stock, worth $233,015. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,036
Previous 4,974
1.25%
Holding current value
$233,015
Previous $299,000
15.38%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding TMP
# of Institutions
150Shares Held
9.14MCall Options Held
14.4KPut Options Held
3.1K-
Black Rock Inc. New York, NY2.04MShares$94.2 Million0.0% of portfolio
-
State Street Corp Boston, MA1.39MShares$64.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.33MShares$61.7 Million0.0% of portfolio
-
Tompkins Financial Corp1.18MShares$54.6 Million6.72% of portfolio
-
Dimensional Fund Advisors LP Austin, TX537KShares$24.8 Million0.01% of portfolio
About TOMPKINS FINANCIAL CORP
- Ticker TMP
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,483,800
- Market Cap $670M
- Description
- Tompkins Financial Corporation, a financial holding company, provides commercial and consumer banking, leasing, trust and investment management, financial planning and wealth management, and insurance services. The company operates in three segments: Banking, Insurance, and Wealth Management. It accepts various deposit products, including checki...