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

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 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

1.39M

Call Options Held

Put Options Held

Credit Suisse Ag Zurich, V8

419K
Shares

$13.1 Million
0.01% of portfolio
Ubs Asset Management Americas Inc Chicago, IL

419K
Shares

$13.1 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

122K
Shares

$3.81 Million
0.1% of portfolio
Morgan Stanley New York, NY

98.6K
Shares

$3.07 Million
0.0% of portfolio
Ubs Group Ag

41.1K
Shares

$1.28 Million
0.0% of portfolio

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