Patriot Financial Group Insurance Agency, LLC Schwab Fundamental Emerging Mk Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
SELL
$25.72 - $27.75 $114,814 - $123,876
-4,464 Reduced 35.62%
8,070 $216,000
Q1 2023

Apr 20, 2023
SELL
$24.92 - $27.41 $51,110 - $56,217
-2,051 Reduced 14.06%
12,534 $326,000
Q4 2022

Jan 17, 2023
SELL
$23.19 - $26.37 $24,697 - $28,084
-1,065 Reduced 6.81%
14,585 $0
Q3 2022

Oct 31, 2022
SELL
$23.43 - $26.69 $4,123 - $4,697
-176 Reduced 1.11%
15,650 $367,000
Q2 2022

Jul 29, 2022
SELL
$25.56 - $29.71 $15,770 - $18,331
-617 Reduced 3.75%
15,826 $410,000
Q1 2022

May 11, 2022
BUY
$26.69 - $33.2 $57,597 - $71,645
2,158 Added 15.11%
16,443 $476,000
Q4 2021

Jan 10, 2022
SELL
$30.22 - $33.49 $37,805 - $41,895
-1,251 Reduced 8.05%
14,285 $443,000
Q3 2021

Nov 24, 2021
BUY
$30.86 - $32.92 $62,707 - $66,893
2,032 Added 15.05%
15,536 $501,000
Q2 2021

Jul 30, 2021
BUY
$30.51 - $33.34 $86,648 - $94,685
2,840 Added 26.63%
13,504 $436,000
Q1 2021

Apr 29, 2021
BUY
$28.31 - $31.2 $77,965 - $85,924
2,754 Added 34.82%
10,664 $328,000
Q4 2020

Jan 15, 2021
BUY
$23.48 - $28.35 $5,306 - $6,407
226 Added 2.94%
7,910 $224,000
Q3 2020

Oct 21, 2020
SELL
$23.37 - $25.29 $10,212 - $11,051
-437 Reduced 5.38%
7,684 $182,000
Q2 2020

Jul 10, 2020
SELL
$19.93 - $24.85 $20,468 - $25,520
-1,027 Reduced 11.23%
8,121 $190,000
Q1 2020

Apr 15, 2020
BUY
$18.64 - $30.37 $50,905 - $82,940
2,731 Added 42.56%
9,148 $188,000
Q4 2019

Jan 22, 2020
BUY
$27.01 - $29.91 $68,470 - $75,821
2,535 Added 65.3%
6,417 $191,000
Q3 2019

Oct 25, 2019
BUY
$27.31 - $28.2 $11,579 - $11,956
424 Added 12.26%
3,882 $106,000
Q2 2019

Aug 07, 2019
BUY
N/A
2,368 Added 217.25%
3,458 $100,000
Q1 2019

Apr 29, 2019
BUY
N/A
207 Added 23.44%
1,090 $30,000
Q3 2018

Oct 30, 2018
SELL
N/A
-27 Reduced 2.97%
883 $25,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,500 Reduced 62.24%
910 $25,000
Q1 2018

May 14, 2018
BUY
N/A
2,410 New
2,410 $74,000

Others Institutions Holding FNDE

# of Institutions
412
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

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