A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 31,267 shares of PMAR stock, worth $1.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
31,267
Previous 27,761 12.63%
Holding current value
$1.2 Million
Previous $988,000 16.4%
% of portfolio
0.19%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$35.51 - $36.81 $124,498 - $129,055
3,506 Added 12.63%
31,267 $1.15 Million
Q4 2023

Jan 19, 2024

SELL
$32.79 - $35.63 $3,279 - $3,563
-100 Reduced 0.36%
27,761 $988,000
Q3 2023

Oct 19, 2023

BUY
$33.4 - $34.26 $45,090 - $46,251
1,350 Added 5.09%
27,861 $933,000
Q2 2023

Jul 17, 2023

BUY
$32.0 - $33.77 $68,800 - $72,605
2,150 Added 8.83%
26,511 $895,000
Q1 2023

Apr 20, 2023

BUY
$30.64 - $32.17 $159,328 - $167,284
5,200 Added 27.14%
24,361 $783,000
Q4 2022

Jan 17, 2023

SELL
$29.06 - $31.07 $8,718 - $9,321
-300 Reduced 1.54%
19,161 $0
Q1 2022

May 11, 2022

BUY
$30.92 - $32.52 $288,947 - $303,899
9,345 Added 92.38%
19,461 $628,000
Q1 2021

Apr 29, 2021

BUY
$28.39 - $29.53 $287,193 - $298,725
10,116 New
10,116 $299,000

Others Institutions Holding PMAR

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PMAR
  • Sector ETFs
  • Industry ETFs
More about PMAR
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

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.