Patriot Financial Group Insurance Agency, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$49.21 - $57.04 $1,131 - $1,311	23 Added 8.85%	283 $15,000
Q4 2021 Jan 10, 2022	SELL	$53.05 - $58.54 $2,493 - $2,751	-47 Reduced 15.31%	260 $15,000
Q3 2021 Nov 24, 2021	SELL	$52.52 - $55.82 $3,413 - $3,628	-65 Reduced 17.47%	307 $16,000
Q2 2021 Jul 30, 2021	BUY	$52.66 - $54.94 $3,949 - $4,120	75 Added 25.25%	372 $20,000
Q1 2021 Apr 29, 2021	SELL	$47.42 - $52.93 $1,327 - $1,482	-28 Reduced 8.62%	297 $16,000
Q2 2020 Jul 10, 2020	SELL	$37.04 - $44.83 $2,629 - $3,182	-71 Reduced 17.93%	325 $13,000
Q4 2019 Jan 22, 2020	SELL	$51.51 - $54.17 $125,169 - $131,633	-2,430 Reduced 85.99%	396 $21,000
Q3 2019 Oct 25, 2019	BUY	$50.07 - $52.71 $48,017 - $50,548	959 Added 51.37%	2,826 $149,000
Q2 2019 Aug 07, 2019	BUY	$49.61 - $52.22 $87,412 - $92,011	1,762 Added 1678.1%	1,867 $97,000
Q1 2019 Apr 29, 2019	SELL	$43.53 - $49.75 $6,007 - $6,865	-138 Reduced 56.79%	105 $5,000
Q4 2018 Feb 04, 2019	BUY	$42.36 - $48.68 $6,438 - $7,399	152 Added 167.03%	243 $11,000
Q3 2018 Oct 30, 2018	BUY	$47.0 - $49.42 $4,277 - $4,497	91 New	91 $4,000

Others Institutions Holding XMLV

# of Institutions

202

Shares Held

7.26M

Call Options Held

Put Options Held

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