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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANCO NEV CORP | COM | 751 | $11,109 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COPART INC | COM | 752 | $11,074 | 226 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DUPONT DE NEMOURS INC | COM | 753 | $11,012 | 3,267 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REGAL REXNORD CORPORATION | COM | 754 | $10,979 | 74 | 0.00 | 0.00 | 24 | 48.00 | 12-31-2023 |
