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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 51 | $3,838,918 | 96,796 | 0.00 | 0.00 | 4,078 | 4.40 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 52 | $3,772,502 | 44,677 | 0.00 | 0.00 | 40,283 | 916.77 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 53 | $3,687,749 | 67,989 | 0.00 | 0.00 | 24,780 | 57.35 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 54 | $3,683,229 | 150,152 | 0.00 | 0.00 | 78,796 | 110.43 | 03-31-2024 |
