Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Spdr Msci Acwi Ex Call Options Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CWI

# of Institutions

264

Shares Held

47.5M

Call Options Held

42.5K

Put Options Held

47.1K

Bank Of America Corp Charlotte, NC

9.3M
Shares

$283 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.74M
Shares

$114 Million
0.07% of portfolio
Avantax Planning Partners, Inc.

2.07M
Shares

$63 Million
2.18% of portfolio
High Tower Advisors, LLC Chicago, IL

1.81M
Shares

$54.9 Million
0.07% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.5M
Shares

$45.5 Million
1.6% of portfolio

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