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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GL CLEAN ENE ETF | 1101 | $2,250 | 145 | 0.00 | 0.00 | 2 | 1.40 | 12-31-2023 |
| INGEVITY CORP | COM | 1102 | $2,219 | 47 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HENRY JACK & ASSOC INC | COM | 1103 | $2,145 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRINET GROUP INC | COM | 1104 | $2,141 | 18 | 0.00 | 0.00 | -1 | -5.26 | 12-31-2023 |
