Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 342 | 1,169,293,257 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FASTENAL CO | COM | 151 | $1,021,874 | 13,247 | 0.00 | 0.00 | 128 | 0.98 | 03-31-2024 |
CDW CORP | COM | 152 | $1,014,679 | 3,967 | 0.00 | 0.00 | -134 | -3.27 | 03-31-2024 |
UNITEDHEALTH GROUP INC | COM | 153 | $1,011,662 | 2,045 | 0.00 | 0.00 | 348 | 20.51 | 03-31-2024 |
DOCUSIGN INC | COM | 154 | $1,001,512 | 16,818 | 0.00 | 0.00 | -482 | -2.79 | 03-31-2024 |