Patriot Financial Group Insurance Agency, LLC Nuveen Esg Emerging Markets Eq Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$26.53 - $31.52 $5,810 - $6,902	-219 Reduced 33.44%	436 $12,000
Q1 2022 May 11, 2022	SELL	$28.03 - $33.44 $5,101 - $6,086	-182 Reduced 21.74%	655 $20,000
Q3 2021 Nov 24, 2021	SELL	$33.36 - $36.83 $3,302 - $3,646	-99 Reduced 10.58%	837 $28,000
Q2 2021 Jul 30, 2021	BUY	$34.23 - $37.26 $13,897 - $15,127	406 Added 76.6%	936 $35,000
Q1 2021 Apr 29, 2021	SELL	$33.8 - $38.11 $1,419 - $1,600	-42 Reduced 7.34%	530 $19,000
Q4 2020 Jan 15, 2021	BUY	$28.41 - $33.45 $568 - $669	20 Added 3.62%	572 $19,000
Q1 2020 Apr 15, 2020	SELL	$18.95 - $28.05 $4,301 - $6,367	-227 Reduced 29.14%	552 $12,000
Q4 2019 Jan 22, 2020	BUY	$24.57 - $27.65 $11,253 - $12,663	458 Added 142.68%	779 $21,000
Q3 2019 Oct 25, 2019	BUY	$24.8 - $25.74 $4,439 - $4,607	179 Added 126.06%	321 $8,000
Q2 2019 Aug 07, 2019	BUY	N/A	142 New	142 $4,000

Others Institutions Holding NUEM

# of Institutions

102

Shares Held

8.75M

Call Options Held

Put Options Held

Tiaa, Fsb St. Louis, MO

1.66M
Shares

$48.5 Million
0.16% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.37M
Shares

$40.1 Million
0.13% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.05M
Shares

$30.7 Million
4.89% of portfolio
Wealthfront Advisers LLC

949K
Shares

$27.8 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

456K
Shares

$13.3 Million
0.0% of portfolio

View Full List

About NUVEEN ESG EMERGING MARKETS EQ

Ticker NUEM
Sector ETFs
Industry ETFs

More about NUEM

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