Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 07-26-2024 | 06-30-2024 | 481 | 679,738,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 101 | $2,433,219 | 10,311 | 0.00 | 0.00 | 171 | 1.69 | 06-30-2024 |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 102 | $2,432,037 | 125,947 | 0.00 | 0.00 | -35,475 | -21.98 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 103 | $2,430,190 | 45,399 | 0.00 | 0.00 | 8,048 | 21.55 | 06-30-2024 |
| ISHARES GOLD TR | ISHARES NEW | 104 | $2,295,343 | 52,250 | 0.00 | 0.00 | 8,895 | 20.52 | 06-30-2024 |
