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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$21.35 - $31.73 $5,124 - $7,615	-240 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	$23.52 - $27.72 $14,723 - $17,352	-626 Reduced 72.29%	240 $6,000
Q3 2018 Oct 30, 2018	BUY	$25.59 - $28.02 $22,160 - $24,265	866 New	866 $24,000

Others Institutions Holding PFM

# of Institutions

133

Shares Held

9.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$95.2 Million
0.04% of portfolio
Flaharty Asset Management, LLC

820K
Shares

$38.3 Million
5.61% of portfolio
Morgan Stanley New York, NY

668K
Shares

$31.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$21.7 Million
0.03% of portfolio
Clearstead Advisors, LLC Cleveland, OH

435K
Shares

$20.3 Million
0.32% of portfolio

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