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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 1001 | $203,196 | 10,278 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 1002 | $201,352 | 7,659 | 0.00 | 0.00 | -823 | -9.70 | 06-30-2024 |
| GLOBAL X FDS | S&P 500 COVERED | Liquidated | $0 | 0 | 0.00 | 4,917 | +Inf | 06-30-2024 | |
| HARTFORD FINL SVCS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 1,945 | +Inf | 06-30-2024 |
