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 |
|---|---|---|---|---|---|---|---|---|---|
| EDITAS MEDICINE INC | COM | Liquidated | $325,463 | 43,863 | 0.00 | 0.00 | 43,863 | +Inf | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 702 | $325,319 | 2,641 | 0.00 | 0.00 | 101 | 3.98 | 03-31-2024 |
| FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | 703 | $323,611 | 14,150 | 0.00 | 0.00 | 2,250 | 18.91 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 704 | $321,526 | 5,491 | 0.00 | 0.00 | -1,396 | -20.27 | 03-31-2024 |
