Kingsview Wealth Management »

Carriage Services shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Carriage Services (CSV) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Carriage Services

Tip: Access up to 7 years of quarterly data

All positions including Carriage Services held by Kingsview Wealth Management 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 Carriage Services by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 66k 32.83

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Carriage Services

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Renaissance Technologies
LSV Asset Management
Heartland Advisors
Geode Capital Management
State Street Corporation
Arrowstreet Capital, Limited Partnership
Robeco Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Nuveen Asset Management
Nicholas Company

View all funds holding Carriage Services