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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | Liquidated | $0 | 0 | 0.00 | 2,261 | +Inf | 03-31-2024 | |
| INTUIT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 1.24 | 03-31-2024 |
| TRAVELERS COMPANIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -1.50 | 03-31-2024 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 304 | $98,698 | 13,728 | 0.00 | 0.00 | 6,969 | 103.11 | 03-31-2024 |
