Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINA WEALTH ADVISORS LLC | 01-23-2024 | 12-31-2023 | 248 | 192,988,348 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIGITAL WORLD ACQUISITION CORP WT EXP 063028 | Stock | 251 | $19,903 | 3,835 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HOME DEPOT INC COM | Stock | 252 | $19,753 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 253 | $19,270 | 146 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 254 | $19,116 | 197 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
