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 |
|---|---|---|---|---|---|---|---|---|---|
| KIMCO RLTY CORP | COM | 1451 | $876 | 45 | 0.00 | 0.00 | 20 | 80.00 | 06-30-2024 |
| MAXIMUS INC | COM | 1452 | $855 | 10 | 0.00 | 10 | +Inf | 06-30-2024 | |
| SILICON LABORATORIES INC | COM | 1453 | $854 | 8 | 0.00 | 8 | +Inf | 06-30-2024 | |
| UFP INDUSTRIES INC | COM | 1454 | $852 | 8 | 0.00 | 8 | +Inf | 06-30-2024 |
