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 |
|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | COM | 1251 | $1,086 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ONTO INNOVATION INC | COM | 1252 | $1,075 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NATWEST GROUP PLC | SPONS ADR | 1253 | $1,064 | 189 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EVEREST GROUP LTD | COM | 1254 | $1,061 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
