Patriot Financial Group Insurance Agency, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$63.6 - $74.65 $154,166 - $180,951	2,424 Added 214.13%	3,556 $220,000
Q2 2022 Jul 29, 2022	BUY	$64.17 - $80.06 $15,464 - $19,294	241 Added 27.05%	1,132 $75,000
Q1 2022 May 11, 2022	BUY	$72.8 - $84.71 $64,864 - $75,476	891 New	891 $71,000

Others Institutions Holding SUSL

# of Institutions

152

Shares Held

11M

Call Options Held

Put Options Held

Bank Of Italy

4.96M
Shares

$492 Million
12.87% of portfolio
55 I, LLC Boston, MA

893K
Shares

$88.7 Million
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

680K
Shares

$67.5 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

665K
Shares

$66.1 Million
0.18% of portfolio
Envestnet Asset Management Inc

596K
Shares

$59.2 Million
0.02% of portfolio

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