Patriot Financial Group Insurance Agency, LLC Purchases in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
486
+ 13.02%
$84.03 - $98.62 $40.8K - $47.9K
4.22K $404K
PAPR
Innovator U.S. Equity Power Bu

ETFs
41
+ 0.1%
$33.61 - $35.94 $1.38K - $1.47K
39.2K $1.41M
ITA
Ishares Tr

ETFs
51
+ 2.19%
$131.58 - $149.64 $6.71K - $7.63K
2.38K $355K
USB
Us Bancorp \De\

Financial Services
30
+ 0.39%
$39.04 - $47.23 $1.17K - $1.42K
7.79K $356K
IWM
Ishares Russell 2000 ETF

ETFs
77
+ 4.41%
$200.87 - $224.6 $15.5K - $17.3K
1.83K $403K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
335
+ 11.27%
$71.31 - $80.0 $23.9K - $26.8K
3.31K $264K
KLAC
Kla Corp

Technology
81
+ 28.03%
$696.17 - $892.35 $56.4K - $72.3K
370 $286K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
197
+ 11.01%
$178.94 - $207.0 $35.3K - $40.8K
1.99K $399K
F
Ford Motor CO

Consumer Cyclical
12K
+ 29.37%
$9.71 - $14.55 $117K - $175K
52.9K $558K
COF
Capital One Financial Corp

Financial Services
60
+ 1.94%
$131.42 - $153.05 $7.89K - $9.18K
3.16K $472K
UWMC
Uwm Holdings Corp

Financial Services
487
+ 2.16%
$6.62 - $9.52 $3.22K - $4.64K
23K $196K
DVY
Ishares Tr

ETFs
14
+ 0.53%
$119.99 - $135.74 $1.68K - $1.9K
2.66K $359K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2
+ 0.04%
$85.03 - $94.56 $170 - $189
5.3K $493K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
683
+ 10.99%
$48.06 - $49.39 $32.8K - $33.7K
6.9K $340K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
120
+ 2.28%
$116.79 - $133.54 $14K - $16K
5.39K $711K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.09K
+ 15.01%
$11.52 - $12.52 $24.1K - $26.2K
16K $198K
RWK
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.05%
$107.13 - $116.56 $321 - $350
5.65K $656K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
353
+ 0.43%
$16.42 - $18.12 $5.8K - $6.4K
83K $1.5M
FSK
Fs Kkr Capital Corp

Financial Services
1.85K
+ 6.24%
$18.74 - $20.43 $34.7K - $37.9K
31.6K $623K
RDVY
First Trust Rising Dividend Ac

ETFs
119
+ 1.77%
$53.68 - $59.24 $6.39K - $7.05K
6.84K $405K
IFRA
Ishares Tr

ETFs
60
+ 0.88%
$41.55 - $46.97 $2.49K - $2.82K
6.86K $322K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
229
+ 2.13%
$37.98 - $41.19 $8.7K - $9.43K
11K $451K
FDT
First Trust Developed Markets

ETFs
28
+ 0.21%
$51.36 - $58.76 $1.44K - $1.65K
13.1K $755K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
2.62K
+ 12.16%
$12.31 - $12.31 $32.3K - $32.3K
24.2K $297K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
149
+ 2.92%
$64.83 - $72.82 $9.66K - $10.9K
5.26K $378K
LGOV
First Tr ETF Iv Long Duration

ETFs
569
+ 4.02%
$20.77 - $22.83 $11.8K - $13K
14.7K $329K
ETN
Eaton Corp PLC

Industrials
21
+ 1.5%
$272.52 - $333.02 $5.72K - $6.99K
1.43K $472K
PDI
Pimco Dynamic Income Fund

Financial Services
211
+ 1.08%
$18.7 - $20.25 $3.95K - $4.27K
19.7K $398K
RWL
Invesco Exchange Traded Fd Tr

ETFs
57
+ 1.18%
$90.36 - $98.07 $5.15K - $5.59K
4.87K $477K
TXN
Texas Instruments Inc

Technology
148
+ 4.0%
$194.6 - $194.6 $28.8K - $28.8K
3.85K $748K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
400
+ 4.91%
$26.43 - $29.86 $10.6K - $11.9K
8.55K $252K
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.46K
+ 8.93%
$15.22 - $16.33 $22.3K - $23.9K
17.8K $288K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
58
+ 0.4%
$41.34 - $43.55 $2.4K - $2.53K
14.7K $634K
POCT
Innovator U.S. Equity Power Bu

ETFs
118
+ 0.4%
$37.79 - $38.95 $4.46K - $4.6K
29.4K $1.15M
PRU
Prudential Financial Inc

Financial Services
27
+ 0.53%
$105.53 - $127.32 $2.85K - $3.44K
5.15K $623K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
586
+ 1.79%
$7.45 - $8.23 $4.37K - $4.82K
33.3K $268K
SLV
I Shares Silver Trust

ETFs
212
+ 2.31%
$24.33 - $29.38 $5.16K - $6.23K
9.38K $266K
CL
Colgate Palmolive CO

Consumer Defensive
19
+ 0.64%
$95.54 - $108.77 $1.82K - $2.07K
2.99K $310K
SOFI
So Fi Technologies, Inc.

Financial Services
849
+ 7.91%
$6.32 - $8.19 $5.37K - $6.95K
11.6K $91K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
13
+ 0.29%
$49.28 - $55.14 $641 - $717
4.49K $244K
FEP
First Trust Europe Alphadex Fu

ETFs
53
+ 0.65%
$35.46 - $39.44 $1.88K - $2.09K
8.24K $321K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
15
+ 0.34%
$70.42 - $80.82 $1.06K - $1.21K
4.46K $348K
EPD
Enterprise Products Partners L.P.

Energy
581
+ 5.83%
$27.88 - $30.0 $16.2K - $17.4K
10.6K $307K
GNL
Global Net Lease, Inc.

Real Estate
54
+ 0.35%
$7.3 - $8.96 $394 - $484
15.4K $129K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
17.4K
+ 42.47%
$0.98 - $1.47 $17.1K - $25.6K
58.5K $57K
FJP
First Trust Japan Alphadex Fun

ETFs
21
+ 0.42%
$46.62 - $54.91 $979 - $1.15K
5.03K $272K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.09%
$25.36 - $28.37 $178 - $199
7.67K $215K
SQ
Block, Inc.

Technology
36
+ 0.96%
$57.21 - $72.07 $2.06K - $2.59K
3.77K $253K
PBYI
Puma Biotechnology, Inc.

Healthcare
8K
+ 72.73%
$2.25 - $4.03 $18K - $32.2K
19K $48K
Activity Summary
Buys All Purchases 293 New Holdings 45 Increased Positions 248 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 5 Puts 1
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