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 |
|---|---|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 201 | $206,009 | 3,188 | 0.00 | 0.00 | 460 | 16.86 | 12-31-2023 |
| ISHARES TR | JPMORGAN USD EMG | 202 | $204,256 | 2,293 | 0.00 | 0.00 | 1,281 | 126.58 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 203 | $200,619 | 3,994 | 0.00 | 0.00 | 3,334 | 505.15 | 12-31-2023 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 204 | $199,192 | 2,532 | 0.00 | 0.00 | -158 | -5.87 | 12-31-2023 |
