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 |
|---|---|---|---|---|---|---|---|---|---|
| HECLA MNG CO | COM | 401 | $48,100 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 402 | $47,905 | 142 | 0.00 | 0.00 | 8 | 5.97 | 12-31-2023 |
| DOLLAR TREE INC | COM | 403 | $47,303 | 333 | 0.00 | 0.00 | -2 | -0.60 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COM | 404 | $47,024 | 387 | 0.00 | 0.00 | -246 | -38.86 | 12-31-2023 |
