Patriot Financial Group Insurance Agency, LLC Ishares Tr Core Moderate Alloc Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 14, 2018	SELL	$37.34 - $37.89 $39,655 - $40,239	-1,062 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$37.16 - $39.0 $33,444 - $35,100	900 Added 555.56%	1,062 $40,000
Q2 2017 Aug 08, 2017	BUY	N/A	162	162 $6,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$119 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

939K
Shares

$40.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

355K
Shares

$15.4 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

304K
Shares

$13.2 Million
0.31% of portfolio
Royal Bank Of Canada Toronto, A6

291K
Shares

$12.7 Million
0.0% of portfolio

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