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 |
|---|---|---|---|---|---|---|---|---|---|
| INGEVITY CORP | COM | 1201 | $2,055 | 47 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DESCARTES SYS GROUP INC | COM | 1202 | $2,049 | 22 | 0.00 | 22 | +Inf | 06-30-2024 | |
| INSULET CORP | COM | 1203 | $2,047 | 11 | 0.00 | 11 | +Inf | 06-30-2024 | |
| ARM HOLDINGS PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 58.82 | 06-30-2024 |
