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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | COM | 1151 | $2,630 | 79 | 0.00 | 0.00 | -11 | -12.22 | 06-30-2024 |
| ALBANY INTL CORP | CL A | 1152 | $2,618 | 31 | 0.00 | 0.00 | -5 | -13.89 | 06-30-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 1153 | $2,599 | 30 | 0.00 | 0.00 | -1,544 | -98.09 | 06-30-2024 |
| CTS CORP | COM | 1154 | $2,583 | 51 | 0.00 | 0.00 | -8 | -13.56 | 06-30-2024 |
