Patriot Financial Group Insurance Agency, LLC Invesco ETF Tr Ii Solar ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$78.01 - $89.68 $49,614 - $57,036	-636 Reduced 98.0%	13 $1,000
Q2 2021 Jul 30, 2021	BUY	$69.1 - $91.88 $3,454 - $4,594	50 Added 8.35%	649 $58,000
Q1 2021 Apr 29, 2021	BUY	$81.15 - $121.94 $47,553 - $71,456	586 Added 4507.69%	599 $55,000
Q3 2018 Oct 30, 2018	BUY	N/A	13 New	13 $1,000

Others Institutions Holding TAN

# of Institutions

273

Shares Held

10.8M

Call Options Held

4.22M

Put Options Held

2.34M

Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.6M
Shares

$90.6 Million
0.99% of portfolio
Jane Street Group, LLC New York, NY

1.45M
Shares

$50.4 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

822K
Shares

$28.6 Million
0.0% of portfolio
National Bank Of Canada

448K
Shares

$15.6 Million
0.03% of portfolio
Morgan Stanley New York, NY

424K
Shares

$14.8 Million
0.0% of portfolio

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