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 STRATEGIC TR | US AGGREGATE B | 351 | $239,108 | 5,198 | 0.00 | 5,198 | +Inf | 03-31-2024 | |
| AMERICAN TOWER CORP NEW | COM | 352 | $235,725 | 1,193 | 0.00 | 1,193 | +Inf | 03-31-2024 | |
| GRACO INC | COM | 353 | $231,594 | 2,478 | 0.00 | 2,478 | +Inf | 03-31-2024 | |
| LIBERTY BROADBAND CORP | COM SER C | 354 | $229,893 | 4,017 | 0.00 | 0.00 | -934 | -18.86 | 03-31-2024 |
