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 |
|---|---|---|---|---|---|---|---|---|---|
| VERALTO CORP | COM SHS | 301 | $96,807 | 1,014 | 0.00 | 0.00 | 911 | 884.47 | 06-30-2024 |
| LINDE PLC | SHS | 302 | $96,178 | 220 | 0.00 | 0.00 | -48,569 | -99.55 | 06-30-2024 |
| ZOETIS INC | CL A | 303 | $96,069 | 555 | 0.00 | 0.00 | 497 | 856.90 | 06-30-2024 |
| SPDR SER TR | COMP SOFTWARE | 304 | $95,353 | 631 | 0.00 | 631 | +Inf | 06-30-2024 |
