Patriot Financial Group Insurance Agency, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 10, 2022	SELL	$145.48 - $156.12 $18,475 - $19,827	-127 Reduced 84.11%	24 $4,000
Q2 2021 Jul 30, 2021	BUY	$140.04 - $149.63 $140 - $149	1 Added 0.67%	151 $22,000
Q4 2020 Jan 15, 2021	BUY	$99.72 - $121.29 $12,564 - $15,282	126 Added 525.0%	150 $18,000
Q3 2018 Oct 30, 2018	BUY	N/A	24 New	24 $3,000

Others Institutions Holding VLU

# of Institutions

Shares Held

1.48M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

352K
Shares

$67.3 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

237K
Shares

$45.2 Million
0.01% of portfolio
Mai Capital Management

63.9K
Shares

$12.2 Million
0.12% of portfolio
Lws Wealth Advisors, Inc.

63.3K
Shares

$12.1 Million
3.97% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

55.5K
Shares

$10.6 Million
0.02% of portfolio

View Full List

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
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