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 | EXPONENTIAL TECH | 1351 | $670 | 11 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BADGER METER INC | COM | 1352 | $662 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITED AIRLS HLDGS INC | COM | 1353 | $660 | 16 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CBRE GROUP INC | CL A | 1354 | $652 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
