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 |
|---|---|---|---|---|---|---|---|---|---|
| SANOFI | SPONSORED ADR | 801 | $10,966 | 226 | 0.00 | 0.00 | 95 | 72.52 | 06-30-2024 |
| PERSPECTIVE THERAPEUTICS INC | COM NEW | 802 | $10,938 | 1,097 | 0.00 | 1,097 | +Inf | 06-30-2024 | |
| EATON VANCE ENHANCED EQUITY | COM | 803 | $10,890 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| YUM CHINA HLDGS INC | COM | 804 | $10,794 | 350 | 0.00 | 0.00 | -5 | -1.41 | 06-30-2024 |
