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
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
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