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 |
|---|---|---|---|---|---|---|---|---|---|
| PACKAGING CORP AMER | COM | 551 | $32,405 | 178 | 0.00 | 0.00 | 69 | 63.30 | 06-30-2024 |
| EATON VANCE TAX-MANAGED DIVE | COM | 552 | $32,315 | 2,300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO DB COMMDY INDX TRCK | UNIT | 553 | $32,157 | 1,385 | 0.00 | 0.00 | -1,884 | -57.63 | 06-30-2024 |
| METLIFE INC | COM | 554 | $32,105 | 458 | 0.00 | 0.00 | 68 | 17.44 | 06-30-2024 |
