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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$18.28 - $19.75 $10,840 - $11,711	-593 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$12.62 - $15.72 $7,483 - $9,321	593 New	593 $9,000
Q2 2020 Jul 10, 2020	SELL	$10.94 - $13.93 $31,890 - $40,605	-2,915 Closed	0 $0
Q1 2020 Apr 15, 2020	SELL	$9.41 - $17.59 $6,304 - $11,785	-670 Reduced 18.69%	2,915 $33,000
Q4 2019 Jan 22, 2020	SELL	$15.52 - $17.17 $9,343 - $10,336	-602 Reduced 14.38%	3,585 $61,000
Q3 2019 Oct 25, 2019	SELL	$15.21 - $16.54 $12,152 - $13,215	-799 Reduced 16.02%	4,187 $67,000
Q2 2019 Aug 07, 2019	SELL	$15.81 - $16.8 $2,213 - $2,352	-140 Reduced 2.73%	4,986 $82,000
Q4 2018 Feb 04, 2019	SELL	$13.74 - $15.89 $16,089 - $18,607	-1,171 Reduced 18.6%	5,126 $72,000
Q3 2018 Oct 30, 2018	BUY	$15.49 - $16.18 $97,540 - $101,885	6,297 New	6,297 $99,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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