Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 193 | 187,646,707 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 20 YR TR BD ETF | 151 | $354,636 | 3,748 | 0.00 | 0.00 | -803 | -17.64 | 03-31-2024 |
| TARGET CORP | COM | 152 | $351,053 | 1,981 | 0.00 | 0.00 | -61 | -2.99 | 03-31-2024 |
| CVS HEALTH CORP | COM | 153 | $346,079 | 4,339 | 0.00 | 0.00 | 1,352 | 45.26 | 03-31-2024 |
| ADOBE INC | COM | 154 | $341,110 | 676 | 0.00 | 0.00 | 11 | 1.65 | 03-31-2024 |
