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 |
|---|---|---|---|---|---|---|---|---|---|
| UIPATH INC | CL A | 551 | $24,989 | 1,006 | 0.00 | 0.00 | -330 | -24.70 | 12-31-2023 |
| KROGER CO | COM | 552 | $24,592 | 538 | 0.00 | 0.00 | -16 | -2.89 | 12-31-2023 |
| WATSCO INC | COM | 553 | $24,423 | 57 | 0.00 | 57 | +Inf | 12-31-2023 | |
| NUSCALE PWR CORP | CL A COM | 554 | $24,346 | 7,400 | 0.00 | 7,400 | +Inf | 12-31-2023 |
