Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr India Earnings F Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 10, 2022	SELL	$34.99 - $39.26 $6,998 - $7,852	-200 Reduced 74.91%	67 $2,000
Q4 2020 Jan 15, 2021	BUY	$23.59 - $29.21 $4,718 - $5,842	200 Added 298.51%	267 $8,000
Q3 2018 Oct 30, 2018	BUY	N/A	39 Added 139.29%	67 $2,000
Q2 2018 Aug 14, 2018	SELL	N/A	-40 Reduced 58.82%	28 $2,000
Q1 2018 May 14, 2018	BUY	N/A	68 New	68 $2,000

Others Institutions Holding EPI

# of Institutions

345

Shares Held

47.5M

Call Options Held

319K

Put Options Held

44.2K

Morgan Stanley New York, NY

3.86M
Shares

$178 Million
0.01% of portfolio
Meitav Dash Investments LTD

2.83M
Shares

$131 Million
2.46% of portfolio
Bank Of America Corp Charlotte, NC

2.51M
Shares

$116 Million
0.01% of portfolio
Black Rock Inc. New York, NY

2M
Shares

$92.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$88 Million
0.04% of portfolio

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