Patriot Financial Group Insurance Agency, LLC Amplify ETF Tr High Income ETF 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
Q4 2019 Jan 22, 2020	SELL	$17.55 - $18.02 $24,570 - $25,228	-1,400 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$17.44 - $18.2 $24,416 - $25,480	1,400 New	1,400 $25,000

Others Institutions Holding YYY

# of Institutions

Shares Held

7.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.99M
Shares

$24.4 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.02M
Shares

$12.4 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

608K
Shares

$7.45 Million
0.02% of portfolio
Morgan Stanley New York, NY

563K
Shares

$6.9 Million
0.0% of portfolio
Freedom Wealth Alliance, LLC Brookfield, WI

386K
Shares

$4.73 Million
7.06% of portfolio

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