Patriot Financial Group Insurance Agency, LLC Nuveen Esg Mid Cap Value ETF 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	$29.7 - $36.67 $1,425 - $1,760	48 Added 90.57%	101 $3,000
Q1 2022 May 11, 2022	BUY	$34.17 - $37.54 $1,811 - $1,989	53 New	53 $2,000

Others Institutions Holding NUMV

# of Institutions

126

Shares Held

10.4M

Call Options Held

Put Options Held

Tiaa, Fsb St. Louis, MO

2.47M
Shares

$93.2 Million
0.27% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.33M
Shares

$50.2 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$44.8 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

866K
Shares

$32.7 Million
4.78% of portfolio
Royal Bank Of Canada Toronto, A6

542K
Shares

$20.5 Million
0.0% of portfolio

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