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

246

Shares Held

40.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.51M
Shares

$160 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.92M
Shares

$96.1 Million
0.01% of portfolio
Ubs Group Ag

2.5M
Shares

$61.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.3M
Shares

$56.4 Million
0.01% of portfolio
Advisory Alpha, LLC

2.01M
Shares

$49.3 Million
1.92% of portfolio

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