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 | ACCES TREASURY | Liquidated | $0 | 0 | 0.00 | 0.00 | -689 | -18.82 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 752 | $297,372 | 4,653 | 0.00 | 0.00 | 21 | 0.45 | 03-31-2024 |
| ISHARES TR | MSCI INTL VLU FT | 753 | $297,030 | 10,522 | 0.00 | 0.00 | -576 | -5.19 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 754 | $295,060 | 1,615 | 0.00 | 0.00 | 104 | 6.88 | 03-31-2024 |
