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 |
|---|---|---|---|---|---|---|---|---|---|
| BAXTER INTL INC | COM | 851 | $7,050 | 181 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPS ETF TR | ALERIAN MLP | 852 | $7,003 | 165 | 0.00 | 0.00 | 4 | 2.48 | 12-31-2023 |
| BORGWARNER INC | COM | 853 | $6,996 | 195 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN AIRLS GROUP INC | COM | 854 | $6,925 | 504 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
