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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

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

1.21M

Call Options Held

Put Options Held

Jane Street Group, LLC New York, NY

271K
Shares

$13.9 Million
0.0% of portfolio
Ferguson Shapiro LLC

157K
Shares

$8.02 Million
3.91% of portfolio
Trek Financial, LLC Scottsdale, AZ

142K
Shares

$7.23 Million
0.47% of portfolio
Pekin Hardy Strauss, Inc.

107K
Shares

$5.47 Million
0.59% of portfolio
January Capital Advisors LLC

88.5K
Shares

$4.52 Million
4.44% of portfolio

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