Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| C2C WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 85 | 100,811,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 101 | $745,424 | 12,861 | 0.00 | 0.00 | 1,418 | 12.39 | 03-31-2024 |
| XPO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,030 | -8.02 | 03-31-2024 |
| EL PASO ENERGY CAP TR I | PFD CV TR SEC 28 | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,365 | -3.10 | 03-31-2024 |
| ABBVIE INC | COM | 104 | $718,749 | 3,947 | 0.00 | 0.00 | -25,404 | -86.55 | 03-31-2024 |
