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 | MRNGSTR INT MOAT | 901 | $7,587 | 242 | 0.00 | 242 | +Inf | 06-30-2024 | |
| AMERIPRISE FINL INC | COM | 902 | $7,546 | 18 | 0.00 | 0.00 | 3 | 20.00 | 06-30-2024 |
| LEAR CORP | COM NEW | 903 | $7,538 | 66 | 0.00 | 0.00 | 3 | 4.76 | 06-30-2024 |
| CHURCHILL DOWNS INC | COM | 904 | $7,537 | 54 | 0.00 | 54 | +Inf | 06-30-2024 |
