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

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	N/A	1 Added 0.98%	103 $5,000
Q3 2021 Nov 24, 2021	BUY	N/A	1 Added 0.99%	102 $5,000
Q3 2020 Oct 21, 2020	BUY	N/A	1 Added 1.0%	101 $4,000
Q2 2020 Jul 10, 2020	BUY	N/A	100 New	100 $3,000

Others Institutions Holding PFI

# of Institutions

Shares Held

756K

Call Options Held

Put Options Held

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$13.1 Million
1.36% of portfolio
Janney Montgomery Scott LLC

150K
Shares

$7.31 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

57.3K
Shares

$2.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$1.93 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

27K
Shares

$1.32 Million
0.21% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFI
Sector ETFs
Industry ETFs

More about PFI

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