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

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 21, 2020	SELL	$48.82 - $54.53 $4,003 - $4,471	-82 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$41.55 - $54.97 $3,407 - $4,507	82 New	82 $8,000

Others Institutions Holding VONV

# of Institutions

408

Shares Held

71.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

19.6M
Shares

$1.63 Billion
0.13% of portfolio
Morgan Stanley New York, NY

4.43M
Shares

$368 Million
0.03% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.79M
Shares

$315 Million
0.9% of portfolio
Tiaa, Fsb St. Louis, MO

3.23M
Shares

$268 Million
0.81% of portfolio
Ubs Group Ag

2.62M
Shares

$218 Million
0.05% of portfolio

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