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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | US EQT FACTOR | 51 | $4,283,557 | 91,256 | 0.00 | 0.00 | 20,888 | 29.68 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 52 | $4,275,346 | 17,659 | 0.00 | 0.00 | -399 | -2.21 | 06-30-2024 |
| PACER FDS TR | DEVELOPED MRKT | 53 | $4,097,941 | 134,978 | 0.00 | 0.00 | -5,678 | -4.04 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 54 | $3,977,509 | 10,635 | 0.00 | 0.00 | 3,443 | 47.87 | 06-30-2024 |
