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
Q2 2019 Aug 07, 2019	SELL	$34.01 - $42.73 $4,999 - $6,281	-147 Reduced 21.09%	550 $21,000
Q4 2018 Feb 04, 2019	BUY	$30.95 - $38.4 $17,022 - $21,120	550 Added 374.15%	697 $22,000
Q3 2018 Oct 30, 2018	BUY	$36.67 - $46.86 $5,390 - $6,888	147 New	147 $6,000

Others Institutions Holding PGJ

# of Institutions

Shares Held

909K

Call Options Held

14.7K

Put Options Held

11.1K

Credit Suisse Ag Zurich, V8

419K
Shares

$11 Million
0.01% of portfolio
Iht Wealth Management, LLC Chicago, IL

88K
Shares

$2.31 Million
0.07% of portfolio
Morgan Stanley New York, NY

71.1K
Shares

$1.87 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6K
Shares

$937,463
0.0% of portfolio
Harvest Fund Management Co., LTD Beijing, F4

29K
Shares

$763,567
0.05% of portfolio

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