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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,925 | -12.18 | 12-31-2023 |
| FOOT LOCKER INC | COM | 602 | $393,413 | 13,804 | 0.00 | 0.00 | 4,631 | 50.49 | 03-31-2024 |
| ISHARES TR | HDG MSCI EAFE | 603 | $390,412 | 11,193 | 0.00 | 11,193 | +Inf | 03-31-2024 | |
| CITIGROUP INC | COM NEW | 604 | $390,111 | 6,169 | 0.00 | 0.00 | 559 | 9.96 | 03-31-2024 |
