Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$34.57 - $40.19 $898 - $1,044	26 Added 22.41%	142 $5,000
Q4 2021 Jan 10, 2022	SELL	$36.83 - $39.04 $2,283 - $2,420	-62 Reduced 34.83%	116 $4,000
Q1 2021 Apr 29, 2021	SELL	$37.05 - $39.86 $12,189 - $13,113	-329 Reduced 64.89%	178 $7,000
Q1 2020 Apr 15, 2020	SELL	$25.75 - $42.34 $15,450 - $25,404	-600 Reduced 54.2%	507 $15,000
Q4 2019 Jan 22, 2020	SELL	$37.91 - $42.28 $118,885 - $132,590	-3,136 Reduced 73.91%	1,107 $47,000
Q3 2019 Oct 25, 2019	BUY	$38.8 - $39.95 $49,198 - $50,656	1,268 Added 42.62%	4,243 $166,000
Q2 2019 Aug 07, 2019	BUY	N/A	2,247 Added 308.65%	2,975 $121,000
Q1 2019 Apr 29, 2019	BUY	N/A	168 Added 30.0%	728 $29,000
Q4 2018 Feb 04, 2019	SELL	N/A	-192 Reduced 25.53%	560 $21,000
Q3 2018 Oct 30, 2018	BUY	N/A	487 Added 183.77%	752 $31,000
Q2 2018 Aug 14, 2018	SELL	N/A	-1,490 Reduced 84.9%	265 $11,000
Q1 2018 May 14, 2018	BUY	N/A	1,321 Added 304.38%	1,755 $75,000
Q4 2017 Feb 14, 2018	BUY	N/A	1 Added 0.23%	434 $20,000
Q3 2017 Oct 26, 2017	BUY	N/A	1 Added 0.23%	433 $19,000
Q2 2017 Aug 08, 2017	BUY	N/A	432	432 $18,000

Others Institutions Holding DTH

# of Institutions

Shares Held

5.39M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54 Million
0.0% of portfolio
Morgan Stanley New York, NY

624K
Shares

$24.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

398K
Shares

$15.6 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

326K
Shares

$12.8 Million
3.24% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

199K
Shares

$7.81 Million
0.09% of portfolio

View Full List

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