Patriot Financial Group Insurance Agency, LLC Ishares Msci Usa Small Cap Min 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 2021 Apr 29, 2021	SELL	$33.53 - $38.04 $13,546 - $15,368	-404 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$22.24 - $36.32 $8,984 - $14,673	404 New	404 $10,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.03M
Shares

$42.7 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$31.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$24.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$16.9 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$13.9 Million
5.47% of portfolio

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