Patriot Financial Group Insurance Agency, LLC Invesco Exchange Traded Fd Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$11.48 - $23.42 $918 - $1,873	-80 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$20.62 - $22.88 $20 - $22	1 Added 1.27%	80 $2,000
Q2 2019 Aug 07, 2019	BUY	$20.9 - $22.3 $20 - $22	1 Added 1.28%	79 $2,000
Q4 2018 Feb 04, 2019	BUY	$18.31 - $22.16 $18 - $22	1 Added 1.3%	78 $1,000
Q3 2018 Oct 30, 2018	BUY	$21.87 - $22.8 $1,683 - $1,755	77 New	77 $2,000

Others Institutions Holding CVY

# of Institutions

Shares Held

722K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

124K
Shares

$3.26 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

110K
Shares

$2.89 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.6K
Shares

$2.39 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

69.8K
Shares

$1.84 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

58K
Shares

$1.53 Million
0.55% of portfolio

View Full List

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