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 |
|---|---|---|---|---|---|---|---|---|---|
| CUSTOMERS BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ONTO INNOVATION INC | COM | 1352 | $1,179 | 6 | 0.00 | 0.00 | -1 | -14.29 | 06-30-2024 |
| CASEYS GEN STORES INC | COM | 1353 | $1,176 | 4 | 0.00 | 4 | +Inf | 06-30-2024 | |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 1354 | $1,170 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
