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
Did someone forget to file their activity with the SEC?
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Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
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