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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 101 | $2,513,830 | 42,564 | 0.00 | 0.00 | 1,018 | 2.45 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 102 | $2,467,993 | 7,280 | 0.00 | 0.00 | 827 | 12.82 | 06-30-2024 |
| SCHWAB CHARLES CORP | COM | 103 | $2,425,801 | 32,919 | 0.00 | 0.00 | 677 | 2.10 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 104 | $2,379,957 | 30,034 | 0.00 | 0.00 | 404 | 1.36 | 06-30-2024 |
