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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EM EX ST-OWNED | 351 | $805,263 | 26,290 | 0.00 | 0.00 | 277 | 1.06 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 352 | $803,679 | 19,352 | 0.00 | 0.00 | 3,971 | 25.82 | 06-30-2024 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 353 | $794,224 | 4,022 | 0.00 | 0.00 | 55 | 1.39 | 06-30-2024 |
| LAMAR ADVERTISING CO NEW | CL A | 354 | $789,315 | 6,603 | 0.00 | 0.00 | 114 | 1.76 | 06-30-2024 |
