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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $5,242,239 | 18,784 | 0.00 | 0.00 | 2,926 | 18.45 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 52 | $5,212,189 | 44,850 | 0.00 | 0.00 | 1,530 | 3.53 | 03-31-2024 |
| PROGRESSIVE CORP | COM | 53 | $5,156,229 | 24,931 | 0.00 | 0.00 | 50 | 0.20 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $5,122,607 | 32,475 | 0.00 | 0.00 | 518 | 1.62 | 03-31-2024 |
