True Wealth Design »

Carter Bankshares shares owned by True Wealth Design

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Carter Bankshares held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carter Bankshares by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 54 19.43
2025-06-30 $937 54 17.35

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Carter Bankshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Geode Capital Management
State Street Corporation
Kennedy Capital Management
American Century Companies
Petiole USA
Sandler O'Neill Asset Management
Goldman Sachs Group
Morgan Stanley
Hotchkis and Wiley Capital Management
Huber Capital Management
Northern Trust

View all funds holding Carter Bankshares