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 |
|---|---|---|---|---|---|---|---|---|---|
| PLUG POWER INC | COM NEW | 801 | $9,000 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LEAR CORP | COM NEW | 802 | $8,829 | 63 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ULTA BEAUTY INC | COM | 803 | $8,820 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AGCO CORP | COM | 804 | $8,620 | 71 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
