Patriot Financial Group Insurance Agency, LLC Franklin ETF Tr Liberty Short Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 10, 2022	BUY	$93.89 - $94.79 $187 - $189	2 Added 1.17%	173 $16,000
Q3 2021 Nov 24, 2021	BUY	$94.69 - $95.0 $473 - $475	5 Added 3.01%	171 $16,000
Q2 2021 Jul 30, 2021	BUY	$94.81 - $95.34 $948 - $953	10 Added 6.41%	166 $16,000
Q1 2021 Apr 29, 2021	BUY	$95.19 - $95.83 $2,855 - $2,874	30 Added 23.81%	156 $15,000
Q4 2020 Jan 15, 2021	BUY	$95.49 - $95.85 $5,538 - $5,559	58 Added 85.29%	126 $12,000
Q2 2020 Jul 10, 2020	BUY	$94.92 - $95.86 $3,322 - $3,355	35 Added 106.06%	68 $7,000
Q1 2020 Apr 15, 2020	BUY	$94.41 - $95.4 $3,115 - $3,148	33 New	33 $3,000

Others Institutions Holding FTSD

# of Institutions

Shares Held

1.05M

Call Options Held

Put Options Held

Franklin Resources Inc San Mateo, CA

333K
Shares

$30 Million
0.01% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

237K
Shares

$21.4 Million
0.63% of portfolio
Bank Of America Corp Charlotte, NC

61.9K
Shares

$5.59 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

59.2K
Shares

$5.35 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

24.6K
Shares

$2.22 Million
0.0% of portfolio

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