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 |
|---|---|---|---|---|---|---|---|---|---|
| GENWORTH FINL INC | COM CL A | 1401 | $494 | 74 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CSW INDUSTRIALS INC | COM | 1402 | $491 | 2 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WILLIS TOWERS WATSON PLC LTD | SHS | 1403 | $484 | 2 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARDMORE SHIPPING CORP | COM | 1404 | $483 | 34 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
