Patriot Financial Group Insurance Agency, LLC Invesco S&P Smallcap Health Ca Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$110.69 - $131.55 $14,832 - $17,627	-134 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$112.55 - $119.31 $15,081 - $15,987	134 New	134 $15,000

Others Institutions Holding PSCH

# of Institutions

Shares Held

1.03M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

121K
Shares

$5.44 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

108K
Shares

$4.88 Million
0.0% of portfolio
Wbi Investments, Inc.

91.3K
Shares

$4.12 Million
0.96% of portfolio
Wells Fargo & Company San Francisco, CA

89.2K
Shares

$4.03 Million
0.0% of portfolio
Pacific Sun Financial Corp

54.9K
Shares

$2.48 Million
1.48% of portfolio

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Ticker PSCH
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