Patriot Financial Group Insurance Agency, LLC Vaneck ETF Tr Preferred Securi Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$17.74 - $20.35 $60,369 - $69,251	3,403 Added 258.19%	4,721 $85,000
Q1 2022 May 11, 2022	SELL	$19.51 - $21.82 $11,510 - $12,873	-590 Reduced 30.92%	1,318 $27,000
Q4 2021 Jan 10, 2022	BUY	$21.0 - $21.94 $105 - $109	5 Added 0.26%	1,908 $42,000
Q3 2021 Nov 24, 2021	BUY	$21.03 - $21.7 $40,020 - $41,295	1,903 New	1,903 $40,000
Q4 2018 Feb 04, 2019	SELL	N/A	-609 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	4 Added 0.66%	609 $12,000
Q2 2018 Aug 14, 2018	SELL	N/A	-224 Reduced 27.02%	605 $12,000
Q4 2017 Feb 14, 2018	BUY	N/A	200 Added 31.8%	829 $16,000
Q3 2017 Oct 26, 2017	BUY	N/A	400 Added 174.67%	629 $12,000
Q2 2017 Aug 08, 2017	BUY	N/A	229	229 $5,000

Others Institutions Holding PFXF

# of Institutions

188

Shares Held

35.3M

Call Options Held

13.3K

Put Options Held

8.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$68.2 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$60.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$39.9 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$37.8 Million
0.02% of portfolio

View Full List

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