Patriot Financial Group Insurance Agency, LLC First Tr ETF Viii Ft Cboe Vest Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$36.7 - $37.8 $36,700 - $37,800	-1,000 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$30.49 - $32.53 $30,490 - $32,530	1,000 New	1,000 $31,000

Others Institutions Holding FNOV

# of Institutions

117

Shares Held

4.65M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

542K
Shares

$25.8 Million
0.06% of portfolio
Altman Advisors, Inc. Chicago, IL

371K
Shares

$17.6 Million
9.79% of portfolio
Mc Carthy & Cox Marysville, OH

320K
Shares

$15.2 Million
5.78% of portfolio
Ifp Advisors, Inc

264K
Shares

$12.5 Million
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

208K
Shares

$9.87 Million
0.0% of portfolio

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