Patriot Financial Group Insurance Agency, LLC Pacer Fds Tr Cash Cows Fd Fds Call Options Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding HERD

# of Institutions

Shares Held

1.73M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

436K
Shares

$16.1 Million
0.04% of portfolio
Envestnet Asset Management Inc

218K
Shares

$8.04 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

203K
Shares

$7.49 Million
0.0% of portfolio
Advisory Resource Group

178K
Shares

$6.58 Million
1.63% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

126K
Shares

$4.67 Million
0.01% of portfolio

View Full List

About PACER FDS TR CASH COWS FD FDS

Ticker HERD
Sector ETFs
Industry ETFs

More about HERD

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