Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| C2C WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 85 | 100,811,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA BKG SYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,024 | -4.50 | 03-31-2024 |
| SL GREEN RLTY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 140 | 0.94 | 03-31-2024 |
| ISHARES TR | U.S. BAS MTL ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
