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 |
|---|---|---|---|---|---|---|---|---|---|
| UNDER ARMOUR INC | CL C | 1501 | $58 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | COHEN STEER REIT | 1502 | $49 | 1 | 0.00 | 0.00 | -3,060 | -99.97 | 12-31-2023 |
| VALARIS LTD | *W EXP 04/29/202 | 1503 | $37 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LUMEN TECHNOLOGIES INC | COM | 1504 | $33 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
