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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 551 | $446,069 | 4,816 | 0.00 | 0.00 | 7 | 0.15 | 06-30-2024 |
| HF SINCLAIR CORP | COM | 552 | $445,337 | 8,349 | 0.00 | 0.00 | 883 | 11.83 | 06-30-2024 |
| UNITED RENTALS INC | COM | 553 | $440,761 | 682 | 0.00 | 0.00 | 119 | 21.14 | 06-30-2024 |
| EATON CORP PLC | SHS | 554 | $440,144 | 1,404 | 0.00 | 0.00 | -25 | -1.75 | 06-30-2024 |
