Patriot Financial Group Insurance Agency, LLC Wiswisdomtree Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$40.46 - $43.87 $233,373 - $253,042	-5,768 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$39.37 - $42.66 $120,550 - $130,624	3,062 Added 113.16%	5,768 $240,000
Q1 2021 Apr 29, 2021	SELL	$37.62 - $40.48 $6,132 - $6,598	-163 Reduced 5.68%	2,706 $210,000
Q4 2020 Jan 15, 2021	BUY	$32.44 - $38.32 $6,682 - $7,893	206 Added 7.74%	2,869 $218,000
Q3 2020 Oct 21, 2020	BUY	$31.77 - $34.29 $32,278 - $34,838	1,016 Added 61.69%	2,663 $177,000
Q2 2020 Jul 10, 2020	BUY	$25.58 - $32.16 $42,130 - $52,967	1,647 New	1,647 $104,000
Q2 2019 Aug 07, 2019	SELL	N/A	-174 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	174 New	174 $10,000
Q2 2018 Aug 14, 2018	SELL	N/A	-174 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	1 Added 0.58%	174 $11,000
Q3 2017 Oct 26, 2017	BUY	N/A	1 Added 0.58%	173 $10,000
Q2 2017 Aug 08, 2017	BUY	N/A	172	172 $9,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.3M

Call Options Held

Put Options Held

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