True Wealth Design, LLC Carter Bankshares, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Carter Bankshares, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 54 shares of CARE stock, worth $939. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54
Previous 54
-0.0%
Holding current value
$939
Previous $937,000
11.95%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CARE
# of Institutions
122Shares Held
11.8MCall Options Held
39.1KPut Options Held
0-
Black Rock Inc. New York, NY1.68MShares$29.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.28MShares$22.3 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.13MShares$19.7 Million0.0% of portfolio
-
Fourthstone LLC St Louis, MO1.04MShares$18.1 Million5.63% of portfolio
-
Geode Capital Management, LLC Boston, MA529KShares$9.21 Million0.0% of portfolio
About Carter Bankshares, Inc.
- Ticker CARE
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 24,111,200
- Market Cap $419M
- Description
- Carter Bankshares, Inc. operates as the bank holding company for Carter Bank & Trust that provides various banking products and services. It accepts various deposit products, including checking, savings, retirement, and money market accounts, as well as longer-term certificates of deposits. The company also offers commercial loans comprising...