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 |
|---|---|---|---|---|---|---|---|---|---|
| CENTERPOINT ENERGY INC | COM | 1451 | $371 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FORTIVE CORP | COM | 1452 | $368 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BELDEN INC | COM | 1453 | $362 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EDISON INTL | COM | 1454 | $361 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
