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

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$28.51 - $37.1 $712 - $927	25 Added 5.56%	475 $70,000
Q3 2021 Nov 24, 2021	SELL	$36.55 - $41.17 $1,023 - $1,152	-28 Reduced 5.86%	450 $87,000
Q1 2021 Apr 29, 2021	BUY	$30.32 - $35.19 $6,003 - $6,967	198 Added 70.71%	478 $78,000
Q4 2020 Jan 15, 2021	SELL	$27.84 - $32.59 $2,533 - $2,965	-91 Reduced 24.53%	280 $46,000
Q3 2020 Oct 21, 2020	BUY	$26.0 - $30.01 $780 - $900	30 Added 8.8%	371 $52,000
Q1 2020 Apr 15, 2020	BUY	$17.21 - $27.22 $5,868 - $9,282	341 New	341 $34,000

Others Institutions Holding RPG

# of Institutions

271

Shares Held

15M

Call Options Held

200

Put Options Held

1.9K

Morgan Stanley New York, NY

1.22M
Shares

$53.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$47.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

946K
Shares

$41.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

796K
Shares

$34.7 Million
0.01% of portfolio
Financial Security Advisor, Inc. Virginia Beach, VA

743K
Shares

$32.3 Million
7.27% of portfolio

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