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 |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 151 | $296,300 | 1,251 | 0.00 | 0.00 | -47 | -3.62 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 152 | $294,667 | 1,228 | 0.00 | 0.00 | -26,297 | -95.54 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 153 | $291,163 | 121,183 | 0.00 | 0.00 | 117,442 | 3139.32 | 06-30-2024 |
| WALMART INC | COM | 154 | $289,304 | 4,273 | 0.00 | 0.00 | -12,478 | -74.49 | 06-30-2024 |
