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 |
|---|---|---|---|---|---|---|---|---|---|
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 601 | $19,975 | 704 | 0.00 | 0.00 | 6 | 0.86 | 12-31-2023 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 602 | $19,840 | 190 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HEALTHPEAK PROPERTIES INC | COM | 603 | $19,800 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CONSTELLATION ENERGY CORP | COM | 604 | $19,754 | 169 | 0.00 | 0.00 | 105 | 164.06 | 12-31-2023 |
