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 |
|---|---|---|---|---|---|---|---|---|---|
| SMITH & WESSON BRANDS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 702 | $16,378 | 210 | 0.00 | 0.00 | 55 | 35.48 | 06-30-2024 |
| CENCORA INC | COM | 703 | $16,299 | 73 | 0.00 | 0.00 | -6 | -7.59 | 06-30-2024 |
| ARISTA NETWORKS INC | COM | 704 | $16,123 | 46 | 0.00 | 0.00 | -6 | -11.54 | 06-30-2024 |
