Patriot Financial Group Insurance Agency, LLC Spdr S&P Aerospace & Defense E Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	N/A	-33 Closed	0 $0
Q1 2022 May 11, 2022	SELL	N/A	-1,377 Reduced 97.66%	33 $4,000
Q4 2021 Jan 10, 2022	SELL	N/A	-325 Reduced 18.73%	1,410 $164,000
Q2 2021 Jul 30, 2021	BUY	N/A	300 Added 20.91%	1,735 $230,000
Q4 2020 Jan 15, 2021	BUY	N/A	1,435 New	1,435 $165,000

Others Institutions Holding XAR

# of Institutions

353

Shares Held

6.96M

Call Options Held

19.7K

Put Options Held

900

Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$146 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

788K
Shares

$111 Million
0.01% of portfolio
Morgan Stanley New York, NY

709K
Shares

$99.9 Million
0.01% of portfolio
Envestnet Asset Management Inc

310K
Shares

$43.7 Million
0.02% of portfolio
Cumberland Advisors Inc

165K
Shares

$23.3 Million
8.64% of portfolio

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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