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 |
|---|---|---|---|---|---|---|---|---|---|
| BEST BUY INC | COM | 1201 | $1,414 | 18 | 0.00 | 0.00 | 13 | 260.00 | 12-31-2023 |
| WISDOMTREE TR | INTL EQUITY FD | 1202 | $1,413 | 27 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| STATE STR CORP | COM | 1203 | $1,407 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HORACE MANN EDUCATORS CORP N | COM | 1204 | $1,406 | 43 | 0.00 | 0.00 | -2 | -4.44 | 12-31-2023 |
