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 |
|---|---|---|---|---|---|---|---|---|---|
| KENVUE INC | COM | 651 | $16,707 | 776 | 0.00 | 0.00 | 75 | 10.70 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | PFD SECS INCOME | 652 | $16,672 | 800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SMITH & WESSON BRANDS INC | COM | 653 | $16,552 | 1,210 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COPA HOLDINGS SA | CL A | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 |
