Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| C2C WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 85 | 100,811,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | Liquidated | $0 | 0 | 0.06 | 0.05 | -927 | -0.10 | 03-31-2024 |
| SOUTHERN CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,240 | -3.82 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,753 | 19.62 | 03-31-2024 |
| APPLE INC | COM | 4 | $6,948,928 | 40,523 | 0.01 | 0.00 | -56,823 | -58.37 | 03-31-2024 |
