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 |
---|---|---|---|---|---|---|---|---|---|
RIVIAN AUTOMOTIVE INC CLASS A | Ordinary Share | 601 | $10 | 23 | 0.00 | 0.00 | -388 | -94.40 | 12-31-2023 |
BLACK HILLS CORP | Ordinary Share | 602 | $10 | 54 | 0.00 | 0.00 | -140 | -72.16 | 12-31-2023 |
VANGUARD TELECOMMUNICATION SERVICES ETF | Equity ETF | 603 | $10 | 118 | 0.00 | 0.00 | 35 | 42.17 | 12-31-2023 |
Vanguard Financials ETF | Equity ETF | 604 | $10 | 92 | 0.00 | 0.00 | -18 | -16.36 | 12-31-2023 |