Patriot Financial Group Insurance Agency, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$32.15 - $36.32 $2,411 - $2,724	75 Added 2.5%	3,075 $102,000
Q4 2021 Jan 10, 2022	SELL	$34.61 - $36.64 $51,915 - $54,960	-1,500 Reduced 33.33%	3,000 $110,000
Q3 2021 Nov 24, 2021	BUY	$34.24 - $35.61 $154,080 - $160,245	4,500 New	4,500 $156,000
Q2 2021 Jul 30, 2021	SELL	$34.07 - $34.55 $10,323 - $10,468	-303 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$32.73 - $33.99 $8.45 Million - $8.78 Million	-258,308 Reduced 99.88%	303 $10,000
Q4 2020 Jan 15, 2021	SELL	$30.53 - $33.02 $148,955 - $161,104	-4,879 Reduced 1.85%	258,611 $8.54 Million
Q3 2020 Oct 21, 2020	BUY	$30.23 - $31.75 $7.97 Million - $8.37 Million	263,490 New	263,490 $8.18 Million

Others Institutions Holding FJUL

# of Institutions

153

Shares Held

7.57M

Call Options Held

Put Options Held

Raymond James Financial Inc St. Petersburg, FL

704K
Shares

$33.7 Million
0.01% of portfolio
Envestnet Asset Management Inc

488K
Shares

$23.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

465K
Shares

$22.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

405K
Shares

$19.3 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

389K
Shares

$18.6 Million
6.62% of portfolio

View Full List

About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

More about FJUL

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