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 |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 501 | $40,033 | 90 | 0.00 | 0.00 | 2 | 2.27 | 06-30-2024 |
| TEXAS INSTRS INC | COM | 502 | $40,002 | 206 | 0.00 | 0.00 | -8 | -3.74 | 06-30-2024 |
| BP PLC | SPONSORED ADR | 503 | $39,635 | 1,095 | 0.00 | 0.00 | 23 | 2.15 | 06-30-2024 |
| LULULEMON ATHLETICA INC | COM | 504 | $39,591 | 133 | 0.00 | 0.00 | -95 | -41.67 | 06-30-2024 |
