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Wells Fargo Adv Inc Opport Fund shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Wells Fargo Adv Inc Opport Fund

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Quarterly reported holdings in Wells Fargo Adv Inc Opport Fund by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 167 7.19
2024-06-30 $1.1k 167 6.68
2024-03-31 $1.1k 167 6.64

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View all positions for Carolinas Wealth Consulting

Top funds holding Wells Fargo Adv Inc Opport Fund

Morgan Stanley
Rivernorth Capital Management
Pathstone Holdings
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Shaker Financial Services
Thrivent Financial for Lutherans
CNH Partners
LPL Financial
Envestnet Asset Management
Brown Advisory Holdings Incorporated
Rareview Capital
Cambridge Investment Research Advisors
Marks Group Wealth Management

View all funds holding Wells Fargo Adv Inc Opport Fund