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 |
|---|---|---|---|---|---|---|---|---|---|
| LKQ CORP | COM | 1401 | $987 | 24 | 0.00 | 0.00 | 15 | 166.67 | 06-30-2024 |
| FIRST INDL RLTY TR INC | COM | 1402 | $984 | 21 | 0.00 | 21 | +Inf | 06-30-2024 | |
| CARDINAL HEALTH INC | COM | 1403 | $984 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UBS GROUP AG | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -11 | -25.58 | 06-30-2024 |
