Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RESOURCES MANAGEMENT CORP /CT/ /ADV | 02-14-2024 | 12-31-2023 | 454 | 676,484 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | Ordinary Share | 51 | $41,483 | 193 | 0.01 | 6.16 | -220,886 | -99.91 | 12-31-2023 |
MICROSOFT CORP | Ordinary Share | 52 | $38,475 | 376 | 0.01 | 5.65 | -109,465 | -99.66 | 12-31-2023 |
AUTODESK INC | Ordinary Share | Liquidated | $0 | 0 | 0.01 | 0.01 | -30 | -16.67 | 12-31-2023 |
JPMORGAN CHASE & CO | Ordinary Share | 54 | $23,362 | 170 | 0.00 | 3.26 | -137,737 | -99.88 | 12-31-2023 |