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Etf Ser Solutions shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Etf Ser Solutions (DSMC) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Etf Ser Solutions

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All positions including Etf Ser Solutions held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $59k 1.6k 36.05
2024-06-30 $51k 1.5k 34.71
2024-03-31 $50k 1.4k 36.96
2023-12-31 $1.7k 49 34.45
2023-09-30 $1.1k 37 29.00

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Rus 2000 Val Etf (IWN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Carolinas Wealth Consulting

Top funds holding Etf Ser Solutions

Kathmere Capital Management
Resonant Capital Advisors
Crumly & Associates
Rockefeller Capital Management
Perritt Capital Management
Aspect Partners
Madison Asset Management
LPL Financial
Ameritas Advisory Services
Ausdal Financial Partners
Citadel Advisors
Oxbow Advisors
HighTower Advisors
Legacy Investment Solutions
Legacy Wealth Managment

View all funds holding Etf Ser Solutions