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 |
|---|---|---|---|---|---|---|---|---|---|
| FLOWSERVE CORP | COM | 951 | $4,183 | 101 | 0.00 | 0.00 | -6 | -5.61 | 12-31-2023 |
| PRUDENTIAL PLC | ADR | 952 | $4,176 | 186 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AAR CORP | COM | 953 | $4,118 | 66 | 0.00 | 0.00 | -4 | -5.71 | 12-31-2023 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 954 | $4,097 | 102 | 0.00 | 102 | +Inf | 12-31-2023 |
