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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 551 | $448,586 | 5,904 | 0.00 | 0.00 | 336 | 6.03 | 03-31-2024 |
| EATON CORP PLC | SHS | 552 | $446,739 | 1,429 | 0.00 | 0.00 | -29 | -1.99 | 03-31-2024 |
| ISHARES TR | ESG AWR US AGRGT | 553 | $441,046 | 9,372 | 0.00 | 0.00 | -1,605 | -14.62 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,119 | -21.19 | 12-31-2023 |
