Patriot Financial Group Insurance Agency, LLC Invesco Exchange Traded Fd Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 25, 2019	BUY	$35.64 - $39.1 $17,463 - $19,159	490 New	490 $19,000

Others Institutions Holding PWV

# of Institutions

163

Shares Held

11M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.41M
Shares

$192 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$63.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

620K
Shares

$34.9 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

536K
Shares

$30.2 Million
0.02% of portfolio
Ubs Group Ag

502K
Shares

$28.3 Million
0.01% of portfolio

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