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

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	SELL	$37.05 - $39.82 $2,741 - $2,946	-74 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$36.96 - $39.61 $2,735 - $2,931	74 New	74 $3,000

Others Institutions Holding PDN

# of Institutions

109

Shares Held

8.56M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

5.76M
Shares

$191 Million
0.03% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

272K
Shares

$9.03 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

258K
Shares

$8.58 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

242K
Shares

$8.04 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

204K
Shares

$6.77 Million
1.33% of portfolio

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