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 |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON PETE CORP | COM | 351 | $66,614 | 449 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P400 | 352 | $66,016 | 1,355 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KKR INCOME OPPORTUNITIES FD | COM | 353 | $65,776 | 5,233 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNILEVER PLC | SPON ADR NEW | 354 | $65,745 | 29,898 | 0.00 | 0.00 | -530 | -1.74 | 12-31-2023 |
