Patriot Financial Group Insurance Agency, LLC First Trust Multi Asset Divers 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 2018 Aug 14, 2018	SELL	$17.77 - $18.53 $5,668 - $5,911	-319 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	319	319 $6,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.07M

Call Options Held

Put Options Held

Flaharty Asset Management, LLC

1.38M
Shares

$23.1 Million
3.37% of portfolio
Lpl Financial LLC Fort Mill, SC

972K
Shares

$16.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

802K
Shares

$13.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

614K
Shares

$10.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

539K
Shares

$9.03 Million
0.0% of portfolio

View Full List

About FIRST TRUST MULTI-ASSET DIVERS

Ticker MDIV
Sector ETFs
Industry ETFs

More about MDIV

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