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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTAR GROUP INC | COM | 1601 | $371 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BELDEN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CONSOLIDATED EDISON INC | COM | 1603 | $358 | 4 | 0.00 | 0.00 | -23,185 | -99.98 | 06-30-2024 |
| ETSY INC | COM | 1604 | $354 | 6 | 0.00 | 0.00 | 1 | 20.00 | 06-30-2024 |
