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
Q3 2020 Oct 21, 2020	SELL	$61.98 - $67.45 $0 - $0	0 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$53.29 - $65.56 $24,886 - $30,616	-467 Closed	0 $0
Q1 2020 Apr 15, 2020	SELL	$48.04 - $66.49 $42,179 - $58,378	-878 Reduced 65.28%	467 $26,000
Q4 2019 Jan 22, 2020	BUY	$55.19 - $65.7 $14,294 - $17,016	259 Added 23.85%	1,345 $87,000
Q3 2019 Oct 25, 2019	BUY	$56.41 - $58.12 $5,641 - $5,812	100 Added 10.14%	1,086 $62,000
Q2 2019 Aug 07, 2019	BUY	N/A	544 Added 123.08%	986 $60,000
Q1 2019 Apr 29, 2019	BUY	N/A	163 Added 58.42%	442 $29,000
Q4 2018 Feb 04, 2019	BUY	N/A	162 Added 138.46%	279 $17,000
Q3 2018 Oct 30, 2018	BUY	N/A	117 New	117 $9,000

Others Institutions Holding PJP

# of Institutions

106

Shares Held

785K

Call Options Held

Put Options Held

Peak Asset Management, LLC Louisville, CO

132K
Shares

$11.1 Million
2.22% of portfolio
Morgan Stanley New York, NY

54.6K
Shares

$4.57 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.1K
Shares

$4.36 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.5K
Shares

$3.64 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

37.8K
Shares

$3.17 Million
0.01% of portfolio

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