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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P600 | 401 | $661,998 | 15,381 | 0.00 | 0.00 | -359 | -2.28 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 402 | $659,255 | 7,333 | 0.00 | 0.00 | -175 | -2.33 | 03-31-2024 |
| DIAMONDBACK ENERGY INC | COM | 403 | $658,652 | 3,324 | 0.00 | 0.00 | 303 | 10.03 | 03-31-2024 |
| TEXAS INSTRS INC | COM | 404 | $658,052 | 3,777 | 0.00 | 0.00 | 39 | 1.04 | 03-31-2024 |
