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 |
|---|---|---|---|---|---|---|---|---|---|
| BALL CORP | COM | 1301 | $978 | 17 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTRA-CELLULAR THERAPIES INC | COM | 1302 | $977 | 14 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HEALTHEQUITY INC | COM | 1303 | $957 | 14 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEWMONT CORP | COM | 1304 | $952 | 23 | 0.00 | 0.00 | -500 | -95.60 | 12-31-2023 |
