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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	SELL	$33.38 - $34.3 $72,701 - $74,705	-2,178 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$32.18 - $33.19 $113,337 - $116,895	-3,522 Reduced 61.79%	2,178 $72,000
Q4 2020 Jan 15, 2021	SELL	$30.56 - $32.38 $28,237 - $29,919	-924 Reduced 13.95%	5,700 $185,000
Q3 2020 Oct 21, 2020	BUY	$29.91 - $31.46 $138,303 - $145,471	4,624 Added 231.2%	6,624 $205,000
Q1 2020 Apr 15, 2020	BUY	$26.06 - $30.33 $52,120 - $60,660	2,000 New	2,000 $55,000

Others Institutions Holding DFEB

# of Institutions

104

Shares Held

4.67M

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$70.3 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

379K
Shares

$16.3 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.22 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

140K
Shares

$6 Million
0.0% of portfolio

View Full List

About FT TR ETF VIII FT CBOE VEST US

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