Patriot Financial Group Insurance Agency, LLC First Tr Exch Tr Fd Viii Cboe Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$33.59 - $38.29 $839 - $957	25 Added 5.32%	495 $17,000
Q1 2022 May 11, 2022	SELL	$35.98 - $38.42 $169,825 - $181,342	-4,720 Reduced 90.94%	470 $18,000
Q3 2021 Nov 24, 2021	BUY	$36.0 - $37.29 $6,372 - $6,600	177 Added 3.53%	5,190 $189,000
Q2 2021 Jul 30, 2021	BUY	$35.24 - $36.2 $176,658 - $181,470	5,013 New	5,013 $181,000

Others Institutions Holding FMAY

# of Institutions

126

Shares Held

5.25M

Call Options Held

Put Options Held

Focus Wealth Advisors, LLC

485K
Shares

$23.1 Million
12.32% of portfolio
Commonwealth Equity Services, LLC

359K
Shares

$17.1 Million
0.03% of portfolio
Envestnet Asset Management Inc

318K
Shares

$15.1 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

253K
Shares

$12 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

240K
Shares

$11.4 Million
4.28% of portfolio

View Full List

About FIRST TR EXCH-TR FD VIII CBOE

Ticker FMAY
Sector Technology

More about FMAY

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