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

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 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

2.14M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

530K
Shares

$11.9 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.5 Million
0.13% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.39 Million
1.06% of portfolio
Cullen/Frost Bankers, Inc.

109K
Shares

$2.45 Million
0.04% of portfolio
Mount Lucas Management LP Newtown, PA

108K
Shares

$2.43 Million
0.7% of portfolio

View Full List

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