CAROLINAS WEALTH CONSULTING LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1803425
CHARLOTTE, NC
All Filings in AOM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 AOM | $77,711 | 1,771 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 AOM | $76,020 | 1,750 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 AOM | $89,408 | 1,982 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 AOM | $84,428 | 1,963 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 AOM | $91,934 | 2,149 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 AOM | $94,850 | 2,285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 AOM | $88,643 | 2,277 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 AOM | $91,124 | 2,255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 AOM | $103,636 | 2,600 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 AOM | $95,861 | 2,522 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 AOM | $145,268 | 3,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 AOM | $292,122 | 7,498 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 AOM | $320,814 | 7,466 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 AOM | $337,387 | 7,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 AOM | $315,282 | 7,047 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 AOM | $315,710 | 7,008 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 AOM | $303,935 | 6,979 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 AOM | $308,664 | 7,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 AOM | $390,796 | 9,520 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 AOM | $378,485 | 9,493 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 AOM | $313,722 | 8,539 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||