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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | Liquidated | $0 | 0 | 0.00 | 679 | +Inf | 12-31-2023 | |
| ISHARES TR | 3 7 YR TREAS BD | Liquidated | $0 | 0 | 0.00 | 280 | +Inf | 12-31-2023 | |
| MARSH & MCLENNAN COS INC | COM | 503 | $30,694 | 162 | 0.00 | 0.00 | 6 | 3.85 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | 504 | $30,572 | 512 | 0.00 | 0.00 | -1 | -0.19 | 12-31-2023 |
