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

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$32.04 - $34.76 $155,394 - $168,586	4,850 New	4,850 $157,000
Q2 2021 Jul 30, 2021	SELL	$34.09 - $34.8 $273,640 - $279,339	-8,027 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$33.11 - $34.06 $76,484 - $78,678	-2,310 Reduced 22.35%	8,027 $273,000
Q4 2020 Jan 15, 2021	SELL	$31.46 - $33.38 $8.34 Million - $8.85 Million	-265,060 Reduced 96.25%	10,337 $344,000
Q3 2020 Oct 21, 2020	BUY	$30.87 - $32.2 $8.44 Million - $8.8 Million	273,397 Added 13669.85%	275,397 $8.76 Million

Q4 2019 Jan 22, 2020	BUY	$30.48 - $31.02 $60,960 - $62,040	2,000 New	2,000 $62,000

Others Institutions Holding DNOV

# of Institutions

Shares Held

3.46M

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

302K
Shares

$12.5 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

269K
Shares

$11.1 Million
0.02% of portfolio
Mutual Advisors, LLC Casper, WY

229K
Shares

$9.51 Million
0.3% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

217K
Shares

$9 Million
0.35% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

211K
Shares

$8.75 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VIII FT CBOE VEST

Ticker DNOV
Sector ETFs
Industry ETFs

More about DNOV

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