Patriot Financial Group Insurance Agency, LLC Wisdom Tree Interest Rate Hedg Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 22, 2020	SELL	$23.8 - $24.11 $5,045 - $5,111	-212 Closed	0 $0
Q3 2019 Oct 25, 2019	SELL	$23.82 - $24.0 $2,382 - $2,400	-100 Reduced 32.05%	212 $10,000
Q2 2017 Aug 08, 2017	BUY	N/A	312	312 $15,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.12M

Call Options Held

Put Options Held

Modern Wealth Management, LLC Lenexa, KS

1.03M
Shares

$23.1 Million
1.4% of portfolio
Trilogy Capital Inc.

856K
Shares

$19.3 Million
1.0% of portfolio
Lpl Financial LLC Fort Mill, SC

634K
Shares

$14.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$13.8 Million
0.0% of portfolio
Win Advisors, Inc

459K
Shares

$10.3 Million
5.08% of portfolio

View Full List

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