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 |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO | COM | 201 | $345,792 | 3,840 | 0.00 | 0.00 | -900 | -18.99 | 03-31-2024 |
| ABBOTT LABS | COM | 202 | $336,723 | 2,963 | 0.00 | 0.00 | -3,366 | -53.18 | 03-31-2024 |
| VISA INC | COM CL A | 203 | $334,896 | 1,200 | 0.00 | 0.00 | -138 | -10.31 | 03-31-2024 |
| HOME DEPOT INC | COM | 204 | $327,978 | 855 | 0.00 | 0.00 | -5,402 | -86.34 | 03-31-2024 |
