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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 501 | $522,397 | 9,958 | 0.00 | 9,958 | +Inf | 03-31-2024 | |
| NETFLIX INC | COM | 502 | $521,696 | 859 | 0.00 | 0.00 | -318 | -27.02 | 03-31-2024 |
| CSX CORP | COM | 503 | $507,938 | 13,702 | 0.00 | 0.00 | 1,334 | 10.79 | 03-31-2024 |
| AT&T INC | COM | 504 | $507,018 | 28,808 | 0.00 | 0.00 | -1,047 | -3.51 | 03-31-2024 |
