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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG INTL STK ETF | 301 | $299,764 | 5,216 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 302 | $297,624 | 1,302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 303 | $296,226 | 6,300 | 0.00 | 6,300 | +Inf | 03-31-2024 | |
| THE CIGNA GROUP | COM | 304 | $295,273 | 813 | 0.00 | 813 | +Inf | 03-31-2024 |
