Patriot Financial Group Insurance Agency, LLC Simplify Exchange Traded Fds S Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$28.71 - $31.66 $78,320 - $86,368	-2,728 Reduced 24.11%	8,588 $269,000
Q1 2024 Apr 30, 2024	BUY	$27.28 - $30.92 $24,770 - $28,075	908 Added 8.72%	11,316 $349,000
Q4 2023 Jan 19, 2024	SELL	$23.57 - $27.43 $12,256 - $14,263	-520 Reduced 4.76%	10,408 $284,000
Q3 2023 Oct 19, 2023	SELL	$25.11 - $27.22 $3,992 - $4,327	-159 Reduced 1.43%	10,928 $274,000
Q2 2023 Jul 17, 2023	BUY	$24.86 - $26.57 $275,622 - $294,581	11,087 New	11,087 $294,000

Others Institutions Holding PINK

# of Institutions

Shares Held

3.66M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

705K
Shares

$21.2 Million
0.01% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

650K
Shares

$19.5 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

403K
Shares

$12.1 Million
0.03% of portfolio
Diversify Advisory Services, LLC Sandy, UT

300K
Shares

$9.02 Million
0.52% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

222K
Shares

$6.67 Million
1.35% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS S

Ticker PINK
Sector ETFs
Industry ETFs

More about PINK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account