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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GL CLEAN ENE ETF | 301 | $94,074 | 6,042 | 0.00 | 6,042 | +Inf | 12-31-2023 | |
| ADVANCED MICRO DEVICES INC | COM | 302 | $89,036 | 604 | 0.00 | 0.00 | -235 | -28.01 | 12-31-2023 |
| SERVICENOW INC | COM | 303 | $89,018 | 126 | 0.00 | 0.00 | -3 | -2.33 | 12-31-2023 |
| VULCAN MATLS CO | COM | 304 | $88,761 | 391 | 0.00 | 0.00 | -2 | -0.51 | 12-31-2023 |
