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 |
|---|---|---|---|---|---|---|---|---|---|
| QUEST DIAGNOSTICS INC | COM | 601 | $25,323 | 185 | 0.00 | 0.00 | 167 | 927.78 | 06-30-2024 |
| SHIFT4 PMTS INC | CL A | 602 | $24,793 | 338 | 0.00 | 0.00 | -5 | -1.46 | 06-30-2024 |
| CITIZENS FINL GROUP INC | COM | 603 | $24,753 | 687 | 0.00 | 0.00 | -36 | -4.98 | 06-30-2024 |
| WESTROCK CO | COM | 604 | $24,716 | 492 | 0.00 | 0.00 | 6 | 1.23 | 06-30-2024 |
