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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | IG FLOATING RATE | 751 | $13,971 | 548 | 0.00 | 0.00 | 17 | 3.20 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | 753 | $13,749 | 299 | 0.00 | 0.00 | 34 | 12.83 | 06-30-2024 |
| ISHARES TR | 10+ YR INVST GRD | 754 | $13,511 | 270 | 0.00 | 270 | +Inf | 06-30-2024 |
