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 |
|---|---|---|---|---|---|---|---|---|---|
| ARM HOLDINGS PLC | SPONSORED ADS | 1251 | $1,890 | 12 | 0.00 | 12 | +Inf | 06-30-2024 | |
| FIDELITY NATL INFORMATION SV | COM | 1252 | $1,884 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BANK OZK LITTLE ROCK ARK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 5.56 | 06-30-2024 |
| MASCO CORP | COM | 1254 | $1,864 | 28 | 0.00 | 0.00 | 11 | 64.71 | 06-30-2024 |
