RFA
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Resurgent Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Resurgent Financial Advisors’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-862
Closed -$42.5K – 266
2023
Q4 		$42.5K Buy
862
+6
+0.7% +$279 0.03% 366
2023
Q3 		$39.1K Buy
856
+22
+3% +$1.03K 0.03% 364
2023
Q2 		$39.4K Hold
834
– – 0.03% 369
2023
Q1 		$39K Buy
834
+8
+1% +$372 0.03% 377
2022
Q4 		$36.4K Buy
+826
New +$34.5K 0.02% 494

Other funds holding DOL

Creative Planning
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HNB
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return