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

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 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

Shares Held

799K

Call Options Held

Put Options Held

Peak Asset Management, LLC Louisville, CO

137K
Shares

$11.8 Million
2.25% of portfolio
Morgan Stanley New York, NY

66.7K
Shares

$5.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.5K
Shares

$4.54 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.7K
Shares

$3.77 Million
0.0% of portfolio
Dumont & Blake Investment Advisors LLC

39.5K
Shares

$3.41 Million
0.48% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PJP
Sector ETFs
Industry ETFs

More about PJP

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