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 |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 301 | $85,945 | 144 | 0.00 | 0.00 | 53 | 58.24 | 12-31-2023 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 302 | $85,866 | 13,149 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT EMRG | 303 | $84,597 | 4,296 | 0.00 | 0.00 | 12 | 0.28 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 304 | $83,738 | 1,556 | 0.00 | 0.00 | 6 | 0.39 | 12-31-2023 |
