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 |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -0.23 | 03-31-2024 |
| ISHARES TR | BLACKROCK ULTRA | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UIPATH INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -330 | -24.70 | 03-31-2024 |
| KROGER CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -16 | -2.89 | 03-31-2024 |
