Patriot Financial Group Insurance Agency, LLC Vanguard Russell 1000 ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$166.82 - $209.47 $7,173 - $9,007	43 Added 95.56%	88 $15,000
Q3 2021 Nov 24, 2021	BUY	$197.94 - $211.28 $2,177 - $2,324	11 Added 32.35%	45 $9,000
Q2 2021 Jul 30, 2021	BUY	$187.46 - $200.73 $6,373 - $6,824	34 New	34 $7,000

Others Institutions Holding VONE

# of Institutions

305

Shares Held

9.79M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

800K
Shares

$213 Million
0.05% of portfolio
Red Cedar Investment Management, LLC

679K
Shares

$181 Million
22.44% of portfolio
Ubs Group Ag

597K
Shares

$159 Million
0.03% of portfolio
Morgan Stanley New York, NY

538K
Shares

$144 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

390K
Shares

$104 Million
0.01% of portfolio

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