Patriot Financial Group Insurance Agency, LLC Invesco Exchange Traded Fd Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$20.18 - $23.39 $141 - $163	7 New	7 $0
Q4 2019 Jan 22, 2020	SELL	$21.07 - $22.58 $26,337 - $28,224	-1,250 Closed	0 $0
Q3 2019 Oct 25, 2019	SELL	$21.04 - $22.05 $6,312 - $6,615	-300 Reduced 19.35%	1,250 $27,000
Q2 2019 Aug 07, 2019	SELL	$20.61 - $21.73 $4,122 - $4,346	-200 Reduced 11.43%	1,550 $34,000
Q3 2018 Oct 30, 2018	BUY	$21.61 - $22.88 $37,817 - $40,040	1,750 New	1,750 $40,000

Others Institutions Holding PBP

# of Institutions

Shares Held

2.04M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

457K
Shares

$10.7 Million
0.0% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.76 Million
1.04% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.69 Million
0.13% of portfolio
Mount Lucas Management LP Newtown, PA

112K
Shares

$2.63 Million
0.89% of portfolio
Cullen/Frost Bankers, Inc.

110K
Shares

$2.57 Million
0.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
Sector ETFs
Industry ETFs

More about PBP

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