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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$50.93 - $72.96 $89,585 - $128,336	1,759 Added 596.27%	2,054 $134,000
Q4 2021 Jan 10, 2022	SELL	$68.87 - $95.56 $167,147 - $231,924	-2,427 Reduced 89.16%	295 $21,000
Q3 2021 Nov 24, 2021	SELL	$73.5 - $92.23 $7,056 - $8,854	-96 Reduced 3.41%	2,722 $210,000
Q2 2021 Jul 30, 2021	BUY	$71.8 - $99.25 $5,097 - $7,046	71 Added 2.58%	2,818 $263,000
Q1 2021 Apr 29, 2021	BUY	$89.06 - $136.0 $61,718 - $94,248	693 Added 33.74%	2,747 $270,000
Q4 2020 Jan 15, 2021	BUY	$62.45 - $108.63 $4,184 - $7,278	67 Added 3.37%	2,054 $212,000
Q3 2020 Oct 21, 2020	BUY	$40.95 - $60.78 $80,343 - $119,250	1,962 Added 7848.0%	1,987 $121,000
Q4 2019 Jan 22, 2020	BUY	$28.2 - $34.23 $28 - $34	1 Added 4.17%	25 $1,000
Q3 2018 Oct 30, 2018	BUY	$24.78 - $26.04 $594 - $624	24 New	24 $1,000

Others Institutions Holding PBW

# of Institutions

141

Shares Held

3.69M

Call Options Held

5.7K

Put Options Held

7.9K

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