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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | CL A | 1151 | $1,943 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NATIONAL WESTN LIFE GROUP IN | CL A | 1152 | $1,932 | 4 | 0.00 | 0.00 | -6 | -60.00 | 12-31-2023 |
| TC ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FOUR CORNERS PPTY TR INC | COM | 1154 | $1,923 | 75 | 0.00 | 75 | +Inf | 12-31-2023 |
