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ELEVATION WEALTH PARTNERS, LLC → CARE

ELEVATION WEALTH PARTNERS, LLC CARE Position History

Carter Bankshares, Inc.

Quarters held
5
Latest value
$35K
Q3 2026
Peak value
$35K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$791
Q4 2025$909
Q1 2026$1K
Q2 2026$1K
Q3 2026$35K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$35K1.1K——
Q2 2026$1K28——
Q1 2026$1K28——
Q4 2025$90928——
Q3 2025$79128——

Other funds holding CARE

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

ISHARES TR

$36.2M
ETHA

ISHARES TR

$35.9M
ETHA

ISHARES TR

$31.9M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

ISHARES TR

$23M