Patriot Financial Group Insurance Agency, LLC Ishares Trust Ishares Msci Glo Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	SELL	$95.5 - $100.65 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$94.42 - $99.78 $0 - $0	0 New	0 $0

Others Institutions Holding SDG

# of Institutions

122

Shares Held

1.8M

Call Options Held

Put Options Held

Cwm, LLC

380K
Shares

$28.4 Million
0.15% of portfolio
Jane Street Group, LLC New York, NY

161K
Shares

$12.1 Million
0.02% of portfolio
Mission Wealth Management, LP

138K
Shares

$10.3 Million
0.29% of portfolio
Wealth Enhancement Advisory Services, LLC

104K
Shares

$7.79 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

67K
Shares

$5.02 Million
0.0% of portfolio

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About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
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