Patriot Financial Group Insurance Agency, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	BUY	$19.42 - $19.67 $22,663 - $22,954	1,167 Added 149.04%	1,950 $38,000
Q1 2021 Apr 29, 2021	BUY	$19.14 - $19.53 $14,986 - $15,291	783 New	783 $15,000

Others Institutions Holding PHB

# of Institutions

126

Shares Held

14.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.63M
Shares

$29.6 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.54M
Shares

$28.1 Million
0.44% of portfolio
Invesco Ltd. Atlanta, GA

1.46M
Shares

$26.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.28M
Shares

$23.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

751K
Shares

$13.7 Million
0.01% of portfolio

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