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 |
|---|---|---|---|---|---|---|---|---|---|
| UDR INC | COM | 1651 | $206 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| O-I GLASS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ENERGIZER HLDGS INC NEW | COM | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 06-30-2024 | |
| UNIVERSAL HLTH SVCS INC | CL B | 1654 | $185 | 1 | 0.00 | 1 | +Inf | 06-30-2024 |
