Patriot Financial Group Insurance Agency, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$76.95 - $95.23 $1,923 - $2,380	-25 Reduced 6.94%	335 $26,000
Q2 2021 Jul 30, 2021	BUY	$84.93 - $93.04 $30,574 - $33,494	360 New	360 $33,000

Others Institutions Holding GRID

# of Institutions

243

Shares Held

6.88M

Call Options Held

Put Options Held

Assetmark, Inc

830K
Shares

$102 Million
0.3% of portfolio
Morgan Stanley New York, NY

646K
Shares

$79.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$60.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

420K
Shares

$51.7 Million
0.02% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

291K
Shares

$35.9 Million
4.15% of portfolio

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account