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 |
|---|---|---|---|---|---|---|---|---|---|
| ENPRO INC | COM | 1301 | $1,457 | 11 | 0.00 | 0.00 | -2,989 | -99.63 | 06-30-2024 |
| MORNINGSTAR INC | COM | 1302 | $1,447 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| JACOBS SOLUTIONS INC | COM | 1303 | $1,438 | 11 | 0.00 | 0.00 | 6 | 120.00 | 06-30-2024 |
| HENRY SCHEIN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
