Patriot Financial Group Insurance Agency, LLC Global X Funds Global X Altern Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$11.16 - $13.07 $5,580 - $6,535	-500 Closed	0 $0
Q3 2021 Nov 24, 2021	BUY	$13.22 - $13.9 $6,610 - $6,950	500 New	500 $7,000

Others Institutions Holding ALTY

# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

Andesa Financial Management Inc.

465K
Shares

$5.45 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

378K
Shares

$4.43 Million
0.0% of portfolio
Eudaimonia Partners, LLC Winchester, TN

71.4K
Shares

$836,725
0.2% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

57.4K
Shares

$673,114
0.05% of portfolio
Triumph Capital Management

47.9K
Shares

$560,966
0.24% of portfolio

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