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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 401 | $686,231 | 4,001 | 0.00 | 0.00 | 60 | 1.52 | 06-30-2024 |
| BLACKROCK ETF TRUST | US CARBON TRANS | 402 | $685,976 | 11,547 | 0.00 | 0.00 | -455 | -3.79 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 403 | $685,317 | 10,786 | 0.00 | 0.00 | 951 | 9.67 | 06-30-2024 |
| NETFLIX INC | COM | 404 | $685,003 | 1,015 | 0.00 | 0.00 | 156 | 18.16 | 06-30-2024 |
