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 |
|---|---|---|---|---|---|---|---|---|---|
| F N B CORP | COM | 651 | $19,973 | 1,460 | 0.00 | 1,460 | +Inf | 06-30-2024 | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 652 | $19,936 | 386 | 0.00 | 386 | +Inf | 06-30-2024 | |
| FIDELITY COVINGTON TRUST | DISRUPTIVE TECH | 653 | $19,918 | 598 | 0.00 | 598 | +Inf | 06-30-2024 | |
| INTERNATIONAL PAPER CO | COM | 654 | $19,849 | 460 | 0.00 | 0.00 | 46 | 11.11 | 06-30-2024 |
