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 |
|---|---|---|---|---|---|---|---|---|---|
| HELMERICH & PAYNE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | Liquidated | $0 | 0 | 0.00 | 531 | +Inf | 03-31-2024 | |
| UBS GROUP AG | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.48 | 03-31-2024 |
| HARTFORD FINL SVCS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -586 | -59.37 | 03-31-2024 |
