Patriot Financial Group Insurance Agency, LLC Innovator U.S. Equity Buffer E Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	BUY	$31.01 - $31.42 $24,714 - $25,041	797 New	797 $25,000

Others Institutions Holding BJUL

# of Institutions

117

Shares Held

4.54M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

575K
Shares

$26 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$17 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.6 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$11.9 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.4 Million
3.03% of portfolio

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