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 |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | Liquidated | $0 | 0 | 0.00 | 46 | +Inf | 12-31-2023 | |
| DIGITALBRIDGE GROUP INC | CL A NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENTERPRISE FINL SVCS CORP | COM | 1053 | $2,947 | 66 | 0.00 | 0.00 | -5 | -7.04 | 12-31-2023 |
| PLEXUS CORP | COM | 1054 | $2,920 | 27 | 0.00 | 0.00 | -2 | -6.90 | 12-31-2023 |
