Patriot Financial Group Insurance Agency, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$69.11 - $74.12 $5,252 - $5,633	76 Added 21.35%	432 $31,000
Q1 2021 Apr 29, 2021	BUY	$62.19 - $71.09 $3,171 - $3,625	51 Added 16.72%	356 $25,000
Q4 2020 Jan 15, 2021	BUY	$53.18 - $63.33 $1,595 - $1,899	30 Added 10.91%	305 $19,000
Q1 2020 Apr 15, 2020	BUY	$38.94 - $61.2 $10,708 - $16,830	275 New	275 $12,000

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.5M

Call Options Held

Put Options Held

Coldstream Capital Management Inc

2.35M
Shares

$190 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$187 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$65.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$52.5 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$47.1 Million
0.04% of portfolio

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About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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