Patriot Financial Group Insurance Agency, LLC Flexshares Tr Ready Access Var Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$73.27 - $74.86 $6,887 - $7,036	-94 Reduced 72.31%	36 $3,000
Q1 2022 May 11, 2022	BUY	$74.74 - $75.58 $7,772 - $7,860	104 Added 400.0%	130 $10,000
Q3 2021 Nov 24, 2021	BUY	$76.13 - $76.21 $837 - $838	11 Added 73.33%	26 $2,000
Q1 2021 Apr 29, 2021	BUY	$76.14 - $76.33 $1,142 - $1,144	15 New	15 $1,000

Others Institutions Holding RAVI

# of Institutions

Shares Held

13.5M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

12.3M
Shares

$925 Million
0.15% of portfolio
Landmark Financial Advisors, LLC

182K
Shares

$13.7 Million
5.02% of portfolio
Wealth Enhancement Advisory Services, LLC

150K
Shares

$11.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

124K
Shares

$9.36 Million
0.0% of portfolio
Morgan Stanley New York, NY

123K
Shares

$9.31 Million
0.0% of portfolio

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