Patriot Financial Group Insurance Agency, LLC Franklin U.S. Low Volatility H Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$37.52 - $40.27 $76,803 - $82,432	-2,047 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$36.22 - $40.04 $77,076 - $85,205	-2,128 Reduced 50.97%	2,047 $82,000
Q3 2021 Nov 24, 2021	BUY	$35.99 - $38.25 $647 - $688	18 Added 0.43%	4,175 $150,000
Q2 2021 Jul 30, 2021	BUY	$35.09 - $37.38 $596 - $635	17 Added 0.41%	4,157 $152,000
Q1 2021 Apr 29, 2021	BUY	$32.0 - $35.17 $3,008 - $3,305	94 Added 2.32%	4,140 $145,000
Q4 2020 Jan 15, 2021	BUY	$29.15 - $32.87 $117,940 - $132,992	4,046 New	4,046 $131,000
Q2 2020 Jul 10, 2020	SELL	$24.39 - $31.96 $4,438 - $5,816	-182 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$21.7 - $34.63 $998 - $1,592	46 Added 33.82%	182 $4,000
Q4 2019 Jan 22, 2020	BUY	$32.75 - $34.27 $5,960 - $6,237	182 New	182 $5,000
Q2 2019 Aug 07, 2019	BUY	N/A	136 New	136 $4,000
Q1 2019 Apr 29, 2019	SELL	N/A	-35,427 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	N/A	-10,427 Reduced 22.74%	35,427 $1.02 Million
Q3 2018 Oct 30, 2018	SELL	N/A	-7,035 Reduced 13.3%	45,854 $1.4 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-8,616 Reduced 14.01%	52,889 $1.58 Million
Q1 2018 May 14, 2018	SELL	N/A	-2,896 Reduced 4.5%	61,505 $1.78 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-278 Reduced 0.43%	64,401 $2.03 Million
Q3 2017 Oct 26, 2017	BUY	N/A	3,668 Added 6.01%	64,679 $1.98 Million
Q2 2017 Aug 08, 2017	BUY	N/A	61,011	61,011 $1.81 Million

Others Institutions Holding LVHD

# of Institutions

Shares Held

7.89M

Call Options Held

Put Options Held

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