Patriot Financial Group Insurance Agency, LLC Invesco 1 30 Laddered Treasury Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$30.03 - $33.75 $15,675 - $17,617	522 Added 56.55%	1,445 $45,000
Q3 2021 Nov 24, 2021	BUY	$36.24 - $37.46 $12,466 - $12,886	344 Added 59.41%	923 $33,000
Q1 2021 Apr 29, 2021	BUY	$34.96 - $38.39 $20,241 - $22,227	579 New	579 $20,000

Others Institutions Holding PLW

# of Institutions

Shares Held

21.3M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

8.18M
Shares

$0
0.0% of portfolio
Orgel Wealth Management, LLC

4.9M
Shares

$0
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.23M
Shares

$0
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

1M
Shares

$0
0.0% of portfolio
Bank Of America Corp Charlotte, NC

885K
Shares

$0
0.0% of portfolio

View Full List

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