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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA-COLA EUROPACIFIC PARTNE | SHS | 951 | $5,976 | 82 | 0.00 | 82 | +Inf | 06-30-2024 | |
| CF INDS HLDGS INC | COM | 952 | $5,930 | 80 | 0.00 | 0.00 | -14 | -14.89 | 06-30-2024 |
| STERIS PLC | SHS USD | 953 | $5,928 | 27 | 0.00 | 27 | +Inf | 06-30-2024 | |
| CORTEVA INC | COM | 954 | $5,871 | 109 | 0.00 | 0.00 | -2,814 | -96.27 | 06-30-2024 |
