Patriot Financial Group Insurance Agency, LLC Invesco ETF Tr Ii S&P 500 High 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 2020 Apr 15, 2020	SELL	$25.12 - $48.1 $3,918 - $7,503	-156 Closed	0 $0
Q1 2019 Apr 29, 2019	BUY	N/A	156 New	156 $6,000

Others Institutions Holding SPHB

# of Institutions

116

Shares Held

2.36M

Call Options Held

45.4K

Put Options Held

13.5K

Wells Fargo & Company San Francisco, CA

368K
Shares

$32.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

304K
Shares

$26.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

195K
Shares

$17.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

165K
Shares

$14.6 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

145K
Shares

$12.8 Million
0.0% of portfolio

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