Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 02-12-2024 | 12-31-2023 | 997 | 459,767,441 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 1001 | $3,513 | 16 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | Liquidated | $0 | 0 | 0.00 | 95 | +Inf | 12-31-2023 | |
| GATX CORP | COM | 1003 | $3,502 | 29 | 0.00 | 0.00 | -2 | -6.45 | 12-31-2023 |
| FORTREA HLDGS INC | COMMON STOCK | 1004 | $3,490 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
