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

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 14, 2018	SELL	$30.4 - $32.58 $51,254 - $54,929	-1,686 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$29.73 - $32.91 $3,864 - $4,278	-130 Reduced 7.16%	1,686 $51,000
Q4 2017 Feb 14, 2018	SELL	$29.84 - $31.63 $1,879 - $1,992	-63 Reduced 3.35%	1,816 $59,000
Q2 2017 Aug 08, 2017	BUY	N/A	1,879	1,879 $54,000

Others Institutions Holding FXO

# of Institutions

188

Shares Held

10.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.93M
Shares

$94.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$65.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$63.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

475K
Shares

$23.2 Million
0.0% of portfolio
Ubs Group Ag

412K
Shares

$20.1 Million
0.0% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
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