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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 51 | $1,030,157 | 10,653 | 0.00 | 0.00 | 3,517 | 49.29 | 03-31-2024 |
| SHELL PLC | SPON ADS | 52 | $1,010,638 | 15,075 | 0.00 | 0.00 | 5,926 | 64.77 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 53 | $1,006,979 | 27,824 | 0.00 | 0.00 | 13,290 | 91.44 | 03-31-2024 |
| PFIZER INC | COM | 54 | $1,006,518 | 36,270 | 0.00 | 0.00 | 5,173 | 16.64 | 03-31-2024 |
