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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NATL RY CO | COM | 551 | $25,126 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CROWDSTRIKE HLDGS INC | CL A | 552 | $24,766 | 97 | 0.00 | 0.00 | -17 | -14.91 | 12-31-2023 |
| WISDOMTREE TR | US HIGH DIVIDEND | 553 | $24,654 | 300 | 0.00 | 300 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 554 | $24,195 | 750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
