Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESONANT CAPITAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 342 | 1,169,293,257 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 101 | $2,332,386 | 32,242 | 0.00 | 0.00 | 583 | 1.84 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 102 | $2,320,686 | 4,819 | 0.00 | 0.00 | 311 | 6.90 | 03-31-2024 |
| BECTON DICKINSON & CO | COM | 103 | $2,294,356 | 9,272 | 0.00 | 0.00 | 229 | 2.53 | 03-31-2024 |
| DEVON ENERGY CORP NEW | COM | 104 | $2,227,089 | 44,382 | 0.00 | 0.00 | 1,521 | 3.55 | 03-31-2024 |
