Patriot Financial Group Insurance Agency, LLC ETF Ser Solutions Intl Drawdow Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$19.95 - $23.06 $7,162 - $8,278	359 Added 22.54%	1,952 $39,000
Q4 2021 Jan 10, 2022	BUY	$23.97 - $25.5 $38,184 - $40,621	1,593 New	1,593 $39,000

Others Institutions Holding IDME

# of Institutions

Shares Held

11.2M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.82M
Shares

$0
0.0% of portfolio
Integrated Wealth Concepts LLC

1.57M
Shares

$0
0.0% of portfolio
Second Line Capital, LLC Metairie, LA

1.05M
Shares

$0
6.59% of portfolio
Sugarloaf Wealth Management, LLC

1.01M
Shares

$0
0.0% of portfolio
Waterloo Capital, L.P. Austin, TX

714K
Shares

$0
1.7% of portfolio

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