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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BBG CONV SEC ETF | 451 | $50,442 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MAIN STR CAP CORP | COM | 452 | $50,360 | 998 | 0.00 | 0.00 | 43 | 4.50 | 06-30-2024 |
| CONFLUENT INC | CLASS A COM | 453 | $50,083 | 1,696 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CITIGROUP INC | COM NEW | 454 | $50,026 | 789 | 0.00 | 0.00 | 5 | 0.64 | 06-30-2024 |
