Patriot Financial Group Insurance Agency, LLC Vanguard Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$58.29 - $59.37 $49,488 - $50,405	849 New	849 $50,000

Others Institutions Holding VGSH

# of Institutions

974

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.2 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.28 Billion
0.09% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$433 Million
11.67% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$416 Million
0.04% of portfolio
Northern Trust Corp Chicago, IL

5.84M
Shares

$341 Million
0.05% of portfolio

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