Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESONANT CAPITAL ADVISORS LLC | 08-01-2024 | 06-30-2024 | 336 | 1,231,664,289 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $73,752,660 | 134,775 | 0.01 | 0.01 | 7,067 | 5.53 | 06-30-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 2 | $68,342,828 | 678,610 | 0.01 | 0.01 | 39,759 | 6.22 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 3 | $45,306,848 | 892,834 | 0.00 | 0.00 | 163,699 | 22.45 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $44,552,983 | 242,969 | 0.00 | 0.00 | 10,742 | 4.63 | 06-30-2024 |
