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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN ASSET DIVERSIFIED IN | COM SHS BEN INT | 501 | $33,398 | 2,369 | 0.00 | 0.00 | 236 | 11.06 | 12-31-2023 |
| COHERENT CORP | COM | 502 | $33,083 | 760 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FRONTLINE PLC | COM | Liquidated | $0 | 0 | 0.00 | 1,467 | +Inf | 12-31-2023 | |
| REGIONS FINANCIAL CORP NEW | COM | 504 | $32,553 | 1,659 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
