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Hldgs shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $520k 11k 47.88
2023-12-31 $449k 11k 41.26
2023-09-30 $468k 11k 42.30

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Schwab U.s. Large-cap Etf Etf (SCHX)
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View all positions for Carolina Wealth Advisors

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Citadel Advisors
Bank of America Corporation
Nomura Holdings
Parallax Volatility Advisers
Dimensional Fund Advisors
Newport Trust
UBS Group
LSV Asset Management
D. E. Shaw & Co
Millennium Management
U.S. Global Investors
Point72 Asset Management
Walleye Trading

View all funds holding Hldgs