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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 901 | $226,890 | 8,482 | 0.00 | 0.00 | 603 | 7.65 | 03-31-2024 |
| SPDR SER TR | BBG CONV SEC ETF | 902 | $224,784 | 3,078 | 0.00 | 0.00 | 102 | 3.43 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 903 | $224,550 | 748 | 0.00 | 748 | +Inf | 03-31-2024 | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 904 | $224,114 | 4,852 | 0.00 | 0.00 | -1,013 | -17.27 | 03-31-2024 |
