Patriot Financial Group Insurance Agency, LLC First Tr Lge Cap Growth Transaction History
Patriot Financial Group Insurance Agency, LLC
- $795 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding FTC
# of Institutions
214Shares Held
5.55MCall Options Held
12.8KPut Options Held
100-
Morgan Stanley New York, NY731KShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC671KShares$105 Million0.04% of portfolio
-
Janney Montgomery Scott LLC443KShares$69.6 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA434KShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag264KShares$41.5 Million0.01% of portfolio