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

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$33.35 - $34.22 $63,064 - $64,710	-1,891 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$31.84 - $33.3 $60,209 - $62,970	1,891 New	1,891 $63,000

Others Institutions Holding FSEP

# of Institutions

Shares Held

3.31M

Call Options Held

Put Options Held

Cwm, LLC

360K
Shares

$15.8 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

322K
Shares

$14.2 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

299K
Shares

$13.1 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

144K
Shares

$6.35 Million
0.01% of portfolio
Mc Carthy & Cox Marysville, OH

123K
Shares

$5.39 Million
1.97% of portfolio

View Full List

About FIRST TR ETF VIII CBOE VEST US

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