Patriot Financial Group Insurance Agency, LLC Wisdomtree Tree Mortgage Plus Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$44.98 - $47.77 $34,454 - $36,591	-766 Reduced 46.88%	868 $40,000
Q1 2022 May 11, 2022	SELL	$47.58 - $50.17 $42,822 - $45,153	-900 Reduced 35.52%	1,634 $78,000
Q4 2021 Jan 10, 2022	SELL	$50.18 - $50.92 $16,659 - $16,905	-332 Reduced 11.58%	2,534 $127,000
Q3 2021 Nov 24, 2021	SELL	$50.64 - $51.2 $1,620 - $1,638	-32 Reduced 1.1%	2,866 $145,000
Q2 2021 Jul 30, 2021	BUY	$50.76 - $51.08 $147,102 - $148,029	2,898 New	2,898 $147,000
Q1 2021 Apr 29, 2021	SELL	$50.78 - $51.57 $620,683 - $630,340	-12,223 Closed	0 $0
Q4 2020 Jan 15, 2021	SELL	$51.38 - $51.8 $33,140 - $33,411	-645 Reduced 5.01%	12,223 $628,000
Q3 2020 Oct 21, 2020	BUY	$51.27 - $51.82 $83,775 - $84,673	1,634 Added 14.55%	12,868 $666,000
Q2 2020 Jul 10, 2020	BUY	$49.96 - $51.3 $133,842 - $137,432	2,679 Added 31.32%	11,234 $576,000
Q1 2020 Apr 15, 2020	BUY	$49.03 - $51.7 $416,607 - $439,294	8,497 Added 14650.0%	8,555 $428,000
Q4 2019 Jan 22, 2020	BUY	$50.19 - $50.51 $2,911 - $2,929	58 New	58 $3,000

Others Institutions Holding MTGP

# of Institutions

Shares Held

964K

Call Options Held

Put Options Held

Iht Wealth Management, LLC Chicago, IL

156K
Shares

$7.01 Million
0.26% of portfolio
Private Advisor Group, LLC

137K
Shares

$6.17 Million
0.04% of portfolio
Smartleaf Asset Management LLC Boston, MA

122K
Shares

$5.51 Million
0.87% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

119K
Shares

$5.38 Million
2.55% of portfolio
Atria Investments LLC Charlotte, NC

69K
Shares

$3.11 Million
0.04% of portfolio

View Full List

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