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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRAD FD VI | ALT ABSLT STRG | 501 | $523,596 | 18,430 | 0.00 | 0.00 | -427 | -2.26 | 06-30-2024 |
| PACER FDS TR | TRENDP US LAR CP | 502 | $523,388 | 10,518 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EVERSOURCE ENERGY | COM | 503 | $517,828 | 9,131 | 0.00 | 0.00 | -231 | -2.47 | 06-30-2024 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 504 | $513,162 | 34,417 | 0.00 | 0.00 | 1,012 | 3.03 | 06-30-2024 |
