Patriot Financial Group Insurance Agency, LLC Indexiq ETF Trust Iq Cbre Next Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 15, 2020	SELL	N/A	-200 Closed	0 $0
Q3 2017 Oct 26, 2017	BUY	N/A	200	200 $5,000

Others Institutions Holding ROOF

# of Institutions

Shares Held

6.01M

Call Options Held

Put Options Held

New York Life Investment Management LLC New York, NY

5.79M
Shares

$0
0.0% of portfolio
Ci Private Wealth, LLC Miami, FL

29.4K
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

28.4K
Shares

$0
0.0% of portfolio
Gts Securities LLC New York, NY

27.2K
Shares

$0
0.0% of portfolio
Bowling Portfolio Management LLC

25.5K
Shares

$0
0.13% of portfolio

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