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 |
|---|---|---|---|---|---|---|---|---|---|
| FAIR ISAAC CORP | COM | 401 | $62,524 | 42 | 0.00 | 42 | +Inf | 06-30-2024 | |
| FIRST HORIZON CORPORATION | COM | 402 | $62,359 | 3,917 | 0.00 | 0.00 | -51 | -1.29 | 06-30-2024 |
| BARINGS GLOBAL SHORT DURATIO | COM | 403 | $61,905 | 4,253 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 404 | $61,745 | 3,807 | 0.00 | 0.00 | 635 | 20.02 | 06-30-2024 |
