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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 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

942K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

97.5K
Shares

$4.32 Million
0.0% of portfolio
Wbi Investments, Inc.

92.8K
Shares

$4.12 Million
1.06% of portfolio
Wells Fargo & Company San Francisco, CA

83.4K
Shares

$3.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

55.5K
Shares

$2.46 Million
0.0% of portfolio
Pacific Sun Financial Corp

53.6K
Shares

$2.38 Million
1.46% of portfolio

View Full List

About INVESCO S&P SMALLCAP HEALTH CA

Ticker PSCH
Sector ETFs
Industry ETFs

More about PSCH

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