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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTINET INC | COM | 251 | $1,124,819 | 18,663 | 0.00 | 0.00 | 6,394 | 52.12 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 252 | $1,122,969 | 29,328 | 0.00 | 0.00 | -579 | -1.94 | 06-30-2024 |
| PFIZER INC | COM | 253 | $1,096,819 | 39,200 | 0.00 | 0.00 | 596 | 1.54 | 06-30-2024 |
| ISHARES TR | MRGSTR MD CP ETF | 254 | $1,081,273 | 15,426 | 0.00 | 0.00 | -13 | -0.08 | 06-30-2024 |
