Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 04-30-2024 | 03-31-2024 | 482 | 629,069,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 101 | $2,174,821 | 57,353 | 0.00 | 0.00 | 1,417 | 2.53 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 102 | $2,106,207 | 28,793 | 0.00 | 0.00 | 4,648 | 19.25 | 03-31-2024 |
| THE CIGNA GROUP | COM | 103 | $2,100,714 | 5,784 | 0.00 | 0.00 | 159 | 2.83 | 03-31-2024 |
| APPLIED MATLS INC | COM | 104 | $2,091,101 | 10,140 | 0.00 | 0.00 | -99 | -0.97 | 03-31-2024 |
