Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 08-08-2024 | 06-30-2024 | 1040 | 518,030,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ON HLDG AG | NAMEN AKT A | 1001 | $4,618 | 119 | 0.00 | 119 | +Inf | 06-30-2024 | |
| CANADIAN PACIFIC KANSAS CITY | COM | 1002 | $4,617 | 59 | 0.00 | 0.00 | 7 | 13.46 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 1003 | $4,606 | 235 | 0.00 | 0.00 | -2 | -0.84 | 06-30-2024 |
| CAPITAL ONE FINL CORP | COM | 1004 | $4,596 | 34 | 0.00 | 0.00 | 2 | 6.25 | 06-30-2024 |
