Patriot Financial Group Insurance Agency, LLC Global X Superincome Preferred Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$10.04 - $11.12 $10,040 - $11,120	-1,000 Closed	0 $0
Q4 2021 Jan 10, 2022	BUY	$11.59 - $11.97 $2,897 - $2,992	250 Added 33.33%	1,000 $12,000
Q3 2021 Nov 24, 2021	BUY	$11.91 - $12.11 $8,932 - $9,082	750 New	750 $9,000

Others Institutions Holding SPFF

# of Institutions

Shares Held

2.92M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

761K
Shares

$7.22 Million
0.0% of portfolio
Sound Income Strategies, LLC

555K
Shares

$5.27 Million
0.35% of portfolio
Bank Of America Corp Charlotte, NC

211K
Shares

$2.01 Million
0.0% of portfolio
Envestnet Asset Management Inc

179K
Shares

$1.69 Million
0.0% of portfolio
Ubs Group Ag

154K
Shares

$1.46 Million
0.0% of portfolio

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