Patriot Financial Group Insurance Agency, LLC Simplify ETF Simplify Int Rate Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$61.79 - $95.51 $193,958 - $299,805	-3,139 Reduced 31.91%	6,697 $639,000
Q2 2023 Jul 17, 2023	BUY	$59.72 - $68.73 $8,420 - $9,690	141 Added 1.45%	9,836 $617,000
Q1 2023 Apr 20, 2023	BUY	$58.65 - $69.86 $53,371 - $63,572	910 Added 10.36%	9,695 $590,000
Q4 2022 Jan 17, 2023	BUY	$60.7 - $87.08 $533,249 - $764,997	8,785 New	8,785 $0

Others Institutions Holding PFIX

# of Institutions

Shares Held

1.23M

Call Options Held

1.8K

Put Options Held

Jane Street Group, LLC New York, NY

406K
Shares

$24.8 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

126K
Shares

$7.67 Million
0.0% of portfolio
Drum Hill Capital, LLC Westport, CT

110K
Shares

$6.7 Million
6.15% of portfolio
January Capital Advisors LLC

88.5K
Shares

$5.4 Million
4.44% of portfolio
Commonwealth Equity Services, LLC

80.5K
Shares

$4.91 Million
0.01% of portfolio

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