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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 601 | $402,150 | 3,248 | 0.00 | 0.00 | 30 | 0.93 | 06-30-2024 |
| ISHARES TR | JPMORGAN USD EMG | 602 | $400,648 | 4,528 | 0.00 | 0.00 | -614 | -11.94 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 603 | $397,349 | 7,782 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JD.COM INC | SPON ADR CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,012 | 54.31 | 06-30-2024 |
