Patriot Financial Group Insurance Agency, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	N/A	1,910 New	1,910 $62,000
Q2 2021 Jul 30, 2021	SELL	N/A	-19,926 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	N/A	-1,500 Reduced 7.0%	19,926 $673,000
Q4 2020 Jan 15, 2021	SELL	N/A	-2,174 Reduced 9.21%	21,426 $709,000
Q3 2020 Oct 21, 2020	BUY	N/A	20,600 Added 686.67%	23,600 $751,000
Q2 2020 Jul 10, 2020	BUY	N/A	3,000 New	3,000 $91,000

Others Institutions Holding DAUG

# of Institutions

100

Shares Held

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

483K
Shares

$0
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

203K
Shares

$0
0.0% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

197K
Shares

$0
2.79% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

196K
Shares

$0
1.1% of portfolio
Precedent Wealth Partners, LLC Houston, TX

163K
Shares

$0
2.1% of portfolio

View Full List

About FIRST TR ETF VIII CBOE VEST US

Ticker DAUG

More about DAUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account