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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK CORPOR HI YLD FD I | COM | 851 | $8,964 | 925 | 0.00 | 925 | +Inf | 06-30-2024 | |
| FOX CORP | CL A COM | 852 | $8,937 | 260 | 0.00 | 0.00 | -48 | -15.58 | 06-30-2024 |
| CELANESE CORP DEL | COM | 853 | $8,903 | 66 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RELIANCE INC | COM | 854 | $8,854 | 31 | 0.00 | 0.00 | -5 | -13.89 | 06-30-2024 |
