Patriot Financial Group Insurance Agency, LLC First Tr Large Cap Value Transaction History
Patriot Financial Group Insurance Agency, LLC
- $667 Million
- Q2 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 13,660 shares of FTA stock, worth $1.08 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,660
Previous 12,814
6.6%
Holding current value
$1.08 Million
Previous $978,000
2.76%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
204Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$167 Million0.01% of portfolio
-
Ubs Group Ag979KShares$77.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.1 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$30 Million9.89% of portfolio