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 |
|---|---|---|---|---|---|---|---|---|---|
| SAP SE | SPON ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -48 | -9.86 | 03-31-2024 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -24 | -2.72 | 12-31-2023 |
| EDISON INTL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18 | -1.87 | 03-31-2024 |
| PNC FINL SVCS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
