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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | CYBERSECURITY FD | 901 | $5,404 | 213 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | S&P 600 SMCP GRW | 902 | $5,383 | 64 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 903 | $5,349 | 46 | 0.00 | 0.00 | -1,002 | -95.61 | 12-31-2023 |
| PARSONS CORP DEL | COM | 904 | $5,330 | 85 | 0.00 | 0.00 | -4 | -4.49 | 12-31-2023 |
