Patriot Financial Group Insurance Agency, LLC Invesco ETF Tr Ii Var Rate Pfd Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$24.12 - $25.92 $106,441 - $114,384	-4,413 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$24.53 - $26.04 $108,250 - $114,914	4,413 New	4,413 $115,000

Others Institutions Holding VRP

# of Institutions

247

Shares Held

41.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.81M
Shares

$167 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.94M
Shares

$96.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.34M
Shares

$57.2 Million
0.01% of portfolio
Ubs Group Ag

2.29M
Shares

$56 Million
0.01% of portfolio
Advisory Alpha, LLC

2.16M
Shares

$53 Million
1.9% of portfolio

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