Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | 08-08-2024 | 06-30-2024 | 1040 | 518,030,483 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOIN | SHS | 251 | $127,688 | 2,434 | 0.00 | 2,434 | +Inf | 06-30-2024 | |
PNC FINL SVCS GROUP INC | COM | 252 | $126,462 | 4,207 | 0.00 | 0.00 | 19 | 0.45 | 06-30-2024 |
VERTIV HOLDINGS CO | COM CL A | 253 | $125,537 | 1,451 | 0.00 | 0.00 | 1,151 | 383.67 | 06-30-2024 |
AMGEN INC | COM | 254 | $125,290 | 401 | 0.00 | 0.00 | -3 | -0.74 | 06-30-2024 |