Patriot Financial Group Insurance Agency, LLC Pacer Fds Tr Trendpilot Intl E Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	N/A	-5,812 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	N/A	-360 Reduced 5.83%	5,812 $136,000
Q1 2020 Apr 15, 2020	BUY	N/A	6,172 New	6,172 $144,000

Others Institutions Holding PTIN

# of Institutions

Shares Held

4.1M

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

525K
Shares

$15.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

504K
Shares

$14.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

388K
Shares

$11.3 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

362K
Shares

$10.5 Million
0.0% of portfolio
Pacer Advisors, Inc. Malvern, PA

361K
Shares

$10.5 Million
0.03% of portfolio

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