Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | 08-01-2024 | 06-30-2024 | 336 | 1,231,664,289 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BROWN FORMAN CORP | CL B | 351 | $254,074 | 5,854 | 0.00 | 0.00 | 207 | 3.67 | 06-30-2024 |
GENERAC HLDGS INC | COM | 352 | $253,730 | 1,919 | 0.00 | 0.00 | 233 | 13.82 | 06-30-2024 |
ISHARES TR | U.S. TECH ETF | Liquidated | $0 | 0 | 0.00 | 1,878 | +Inf | 06-30-2024 | |
BANK NEW YORK MELLON CORP | COM | 354 | $253,215 | 4,228 | 0.00 | 4,228 | +Inf | 06-30-2024 |