Patriot Financial Group Insurance Agency, LLC Innovator Etfs Tr Ibd 50 ETF ( Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$26.66 - $39.25 $40,016 - $58,914	-1,501 Reduced 72.34%	574 $15,000
Q1 2022 May 11, 2022	SELL	$35.7 - $45.54 $14,244 - $18,170	-399 Reduced 16.13%	2,075 $81,000
Q2 2021 Jul 30, 2021	BUY	$42.39 - $47.82 $50,868 - $57,384	1,200 Added 94.19%	2,474 $115,000
Q2 2020 Jul 10, 2020	SELL	$26.04 - $34.68 $7,812 - $10,404	-300 Reduced 19.06%	1,274 $44,000
Q1 2020 Apr 15, 2020	SELL	$24.82 - $36.88 $34,748 - $51,632	-1,400 Reduced 47.07%	1,574 $44,000
Q3 2019 Oct 25, 2019	BUY	$32.03 - $33.35 $2,370 - $2,467	74 Added 2.55%	2,974 $96,000
Q2 2019 Aug 07, 2019	BUY	N/A	2,500 Added 625.0%	2,900 $101,000
Q1 2019 Apr 29, 2019	BUY	N/A	200 Added 100.0%	400 $13,000
Q4 2017 Feb 14, 2018	BUY	N/A	200	200 $7,000

Others Institutions Holding FFTY

# of Institutions

Shares Held

1.11M

Call Options Held

800

Put Options Held

Iron Bridge Private Wealth, LLC

301K
Shares

$8.06 Million
3.28% of portfolio
Del Sette Capital Management, LLC

233K
Shares

$6.24 Million
5.57% of portfolio
Chicago Partners Investment Group LLC

86.2K
Shares

$2.31 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

83.8K
Shares

$2.24 Million
0.0% of portfolio
Great Valley Advisor Group, Inc.

51.2K
Shares

$1.37 Million
0.04% of portfolio

View Full List

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