Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 499 | 162,865,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 101 | $451,360 | 5,479 | 0.00 | 0.00 | 1,456 | 36.19 | 12-31-2023 |
| GLOBAL X FDS | GLB X MLP ENRG I | 102 | $451,153 | 10,111 | 0.00 | 0.00 | 1,191 | 13.35 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 103 | $450,975 | 7,996 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | 20 YR TR BD ETF | 104 | $450,003 | 4,551 | 0.00 | 0.00 | 2,141 | 88.84 | 12-31-2023 |
