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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKLINE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -35.29 | 06-30-2024 |
| TWO HBRS INVT CORP | COM | Liquidated | $0 | 0 | 0.00 | 49 | +Inf | 06-30-2024 | |
| GABELLI MULTIMEDIA TR INC | COM | 1503 | $681 | 127 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RANGE RES CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 4.76 | 06-30-2024 |
