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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 701 | $13,754 | 226 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 702 | $13,619 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | 703 | $13,615 | 329 | 0.00 | 0.00 | 2 | 0.61 | 12-31-2023 |
| VANECK ETF TRUST | IG FLOATING RATE | 704 | $13,423 | 531 | 0.00 | 531 | +Inf | 12-31-2023 |
