Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Resurgent Financial Advisors LLC
  City: ATLANTA
  State: GA
  Zip: 30339
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,434,000
  Total Value Change : $24,908,000
  Securities Held Change : -306
   
All Securities Held : 189
  New Positions : 4
  Closed Positions : 310
  Increased Positions : 127
  Unchanged Positions : 8
  Decreased Positions : 50

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 63 New $37.15 $834,000 20,606 0.44% 834,000 20,606 0.229    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 132 New $45.03 $371,000 8,361 0.2% 371,000 8,361 0.093    N/A
   (MTB)1 Year Chart         MTB M&T Bank Corp 133 New $153.47 $370,000 2,541 0.2% 370,000 2,541 0.001    Domestic Regional Banks
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 175 New $88.43 $210,000 2,350 0.11% 210,000 2,350 0    N/A

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results