Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Ssga Gender Divers 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 2022 May 11, 2022	SELL	$84.79 - $102.13 $12,803 - $15,421	-151 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$74.55 - $89.66 $11,257 - $13,538	151 New	151 $14,000

Others Institutions Holding SHE

# of Institutions

110

Shares Held

921K

Call Options Held

Put Options Held

Rock Creek Group, LP

180K
Shares

$21.7 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

103K
Shares

$12.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

94.7K
Shares

$11.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

46.2K
Shares

$5.58 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

45.6K
Shares

$5.51 Million
0.0% of portfolio

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