Patriot Financial Group Insurance Agency, LLC Spdr Doubleline Short Duration Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	N/A	-10 Reduced 1.54%	638 $30,000
Q4 2021 Jan 10, 2022	SELL	N/A	-1,019 Reduced 61.13%	648 $32,000
Q3 2021 Nov 24, 2021	SELL	N/A	-233 Reduced 12.26%	1,667 $83,000
Q2 2021 Jul 30, 2021	SELL	N/A	-2,649 Reduced 58.23%	1,900 $95,000
Q1 2021 Apr 29, 2021	SELL	N/A	-6,416 Reduced 58.51%	4,549 $226,000

Q4 2020 Jan 15, 2021	BUY	N/A	962 Added 9.62%	10,965 $546,000
Q3 2020 Oct 21, 2020	BUY	N/A	1,038 Added 11.58%	10,003 $498,000
Q2 2020 Jul 10, 2020	BUY	N/A	1,339 Added 17.56%	8,965 $445,000
Q1 2020 Apr 15, 2020	BUY	N/A	7,560 Added 11454.55%	7,626 $368,000
Q4 2019 Jan 22, 2020	BUY	N/A	66 New	66 $3,000

Others Institutions Holding STOT

# of Institutions

Shares Held

2.59M

Call Options Held

Put Options Held

Captrust Financial Advisors Raleigh, NC

678K
Shares

$31.7 Million
0.11% of portfolio
Spinnaker Investment Group, LLC

491K
Shares

$23 Million
6.54% of portfolio
Lpl Financial LLC Fort Mill, SC

252K
Shares

$11.8 Million
0.01% of portfolio
Mbl Wealth, LLC Charlotte, NC

128K
Shares

$6 Million
0.73% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

125K
Shares

$5.84 Million
4.94% of portfolio

View Full List

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