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

3.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

705K
Shares

$20.8 Million
0.01% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

650K
Shares

$19.2 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

403K
Shares

$11.9 Million
0.03% of portfolio
Diversify Advisory Services, LLC Sandy, UT

300K
Shares

$8.86 Million
0.52% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

222K
Shares

$6.55 Million
1.35% of portfolio

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