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 |
|---|---|---|---|---|---|---|---|---|---|
| REPUBLIC SVCS INC | COM | 1051 | $3,887 | 20 | 0.00 | 0.00 | 1 | 5.26 | 06-30-2024 |
| SYNAPTICS INC | COM | 1052 | $3,881 | 44 | 0.00 | 0.00 | -1 | -2.22 | 06-30-2024 |
| FRANKLIN ELEC INC | COM | 1053 | $3,853 | 40 | 0.00 | 0.00 | -12 | -23.08 | 06-30-2024 |
| MOOG INC | CL A | 1054 | $3,848 | 23 | 0.00 | 0.00 | -4 | -14.81 | 06-30-2024 |
