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 | ESG AWR MSCI USA | 201 | $228,196 | 1,985 | 0.00 | 0.00 | -591 | -22.94 | 03-31-2024 |
| GLOBAL X FDS | INTERNET OF THNG | 202 | $226,582 | 6,254 | 0.00 | 0.00 | 3,481 | 125.53 | 03-31-2024 |
| BP PLC | SPONSORED ADR | 203 | $221,332 | 5,874 | 0.00 | 0.00 | -2 | -0.03 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | Liquidated | $0 | 0 | 0.00 | 0.00 | -22 | -0.53 | 03-31-2024 |
