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 | CORE MSCI TOTAL | Liquidated | $0 | 0 | 0.00 | 0.00 | -84 | -3.27 | 03-31-2024 |
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -95 | -11.69 | 03-31-2024 |
| ENBRIDGE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -29 | -0.64 | 03-31-2024 |
| PARKER-HANNIFIN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 90 | 37.34 | 03-31-2024 |
