Patriot Financial Group Insurance Agency, LLC First Tr Exchange Traded Fd Ii Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	BUY	$62.08 - $69.25 $744 - $831	12 Added 13.64%	100 $7,000
Q1 2021 Apr 29, 2021	BUY	$63.43 - $78.45 $380 - $470	6 Added 7.32%	88 $6,000
Q1 2020 Apr 15, 2020	BUY	$31.54 - $43.2 $851 - $1,166	27 Added 49.09%	82 $3,000
Q4 2019 Jan 22, 2020	BUY	$35.71 - $40.3 $1,964 - $2,216	55 New	55 $2,000

Others Institutions Holding FPXI

# of Institutions

Shares Held

2.02M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

320K
Shares

$15.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

255K
Shares

$12.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

196K
Shares

$9.33 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

123K
Shares

$5.85 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.19 Million
2.15% of portfolio

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Ticker FPXI
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