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 |
|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE GROUP INC | COM | 451 | $41,012 | 7,085 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CVS HEALTH CORP | COM | 452 | $40,748 | 516 | 0.00 | 0.00 | 20 | 4.03 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 453 | $40,347 | 784 | 0.00 | 0.00 | 20 | 2.62 | 12-31-2023 |
| PGIM HIGH YIELD BOND FUND IN | COM | 454 | $39,847 | 3,207 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
