Patriot Financial Group Insurance Agency, LLC Columbia ETF Tr I Diversified Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 10, 2022	SELL	$21.05 - $21.47 $10,693 - $10,906	-508 Closed	0 $0
Q3 2021 Nov 24, 2021	BUY	$21.36 - $21.73 $64 - $65	3 Added 0.59%	508 $11,000
Q2 2021 Jul 30, 2021	BUY	$21.15 - $21.59 $63 - $64	3 Added 0.6%	505 $11,000
Q1 2021 Apr 29, 2021	BUY	$21.05 - $22.04 $42 - $44	2 Added 0.4%	502 $11,000
Q4 2020 Jan 15, 2021	BUY	$21.41 - $22.09 $10,705 - $11,045	500 New	500 $11,000
Q3 2020 Oct 21, 2020	SELL	$21.06 - $21.83 $8,023 - $8,317	-381 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$19.65 - $21.3 $7,486 - $8,115	381 New	381 $8,000

Others Institutions Holding DIAL

# of Institutions

Shares Held

13.3M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

5.97M
Shares

$111 Million
0.03% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$17.2 Million
1.07% of portfolio
Morgan Stanley New York, NY

914K
Shares

$16.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

797K
Shares

$14.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

673K
Shares

$12.5 Million
0.01% of portfolio

View Full List

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