Patriot Financial Group Insurance Agency, LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$16.42 - $20.23 $1,609 - $1,982	98 New	98 $2,000

Others Institutions Holding QSPT

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

Harvest Investment Services, LLC

432K
Shares

$13.1 Million
3.58% of portfolio
Commonwealth Equity Services, LLC

361K
Shares

$11 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

310K
Shares

$9.41 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

229K
Shares

$6.97 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

150K
Shares

$4.55 Million
0.0% of portfolio

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