Patriot Financial Group Insurance Agency, LLC Spdr Index Shs Fund Spdr S&P C Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$108.07 - $131.38 $37,824 - $45,983	-350 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$118.51 - $131.82 $41,478 - $46,137	350 New	350 $46,000
Q3 2019 Oct 25, 2019	SELL	$89.31 - $96.08 $5,626 - $6,053	-63 Closed	0 $0
Q2 2019 Aug 07, 2019	SELL	N/A	-2 Reduced 3.08%	63 $6,000
Q3 2018 Oct 30, 2018	BUY	N/A	65 New	65 $6,000
Q2 2018 Aug 14, 2018	SELL	N/A	-359 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-99 Reduced 21.62%	359 $41,000
Q2 2017 Aug 08, 2017	BUY	N/A	458	458 $41,000

Others Institutions Holding GXC

# of Institutions

Shares Held

1.78M

Call Options Held

5.4K

Put Options Held

4.6K

Osborne Partners Capital Management, LLC

193K
Shares

$15 Million
0.91% of portfolio
Bank Of America Corp Charlotte, NC

154K
Shares

$12 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.5 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$11 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

132K
Shares

$10.3 Million
8.59% of portfolio

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