Patriot Financial Group Insurance Agency, LLC Incresed Positions in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.19%
$233.44 - $279.45 $700 - $838
1.59K $438K
VOT
Vanguard Mid Cap Growth Index

ETFs
106
+ 4.25%
$218.05 - $243.47 $23.1K - $25.8K
2.6K $633K
TJX
Tjx Companies Inc

Consumer Cyclical
102
+ 1.59%
$107.93 - $120.23 $11K - $12.3K
6.53K $767K
BNDX
Vanguard Total International B

ETFs
963
+ 13.36%
$48.42 - $50.35 $46.6K - $48.5K
8.17K $410K
OEF
Ishares S&P 100 ETF

ETFs
215
+ 18.89%
$266.03 - $266.03 $57.2K - $57.2K
1.35K $359K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.33K
+ 20.87%
$30.71 - $34.79 $41K - $46.4K
7.73K $268K
CDC
Victory Portfolios Ii Shs Inco

ETFs
81
+ 0.99%
$58.2 - $64.99 $4.71K - $5.26K
8.25K $536K
DELL
Dell Technologies Inc.

Technology
838
+ 38.32%
$87.89 - $145.97 $73.7K - $122K
3.03K $358K
ADBE
Adobe Inc.

Technology
248
+ 12.78%
$508.13 - $586.55 $126K - $145K
2.19K $1.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18
+ 0.05%
$25.21 - $28.46 $454 - $512
38.3K $1.08M
PAPR
Innovator U.S. Equity Power Bu

ETFs
41
+ 0.1%
$33.61 - $35.94 $1.38K - $1.47K
39.2K $1.41M
IGM
Ishares Expanded Tech Sector E

ETFs
486
+ 13.02%
$84.03 - $98.62 $40.8K - $47.9K
4.22K $404K
FTC
First Tr Lge Cap Growth

ETFs
77
+ 1.63%
$115.51 - $131.45 $8.89K - $10.1K
4.8K $631K
USB
Us Bancorp \De\

Financial Services
30
+ 0.39%
$39.04 - $47.23 $1.17K - $1.42K
7.79K $356K
ITA
Ishares Tr

ETFs
51
+ 2.19%
$131.58 - $149.64 $6.71K - $7.63K
2.38K $355K
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
RTO
Rentokil Initial PLC

Industrials
4.11K
+ 31.88%
$24.2 - $32.96 $99.4K - $135K
17K $423K
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
120
+ 2.28%
$116.79 - $133.54 $14K - $16K
5.39K $711K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
683
+ 10.99%
$48.06 - $49.39 $32.8K - $33.7K
6.9K $340K
FSK
Fs Kkr Capital Corp

Financial Services
1.85K
+ 6.24%
$18.74 - $20.43 $34.7K - $37.9K
31.6K $623K
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
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.09K
+ 15.01%
$11.52 - $12.52 $24.1K - $26.2K
16K $198K
RDVY
First Trust Rising Dividend Ac

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

ETFs
60
+ 0.88%
$41.55 - $46.97 $2.49K - $2.82K
6.86K $322K
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
ETN
Eaton Corp PLC

Industrials
21
+ 1.5%
$272.52 - $333.02 $5.72K - $6.99K
1.43K $472K
LGOV
First Tr ETF Iv Long Duration

ETFs
569
+ 4.02%
$20.77 - $22.83 $11.8K - $13K
14.7K $329K
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
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
POCT
Innovator U.S. Equity Power Bu

ETFs
118
+ 0.4%
$37.79 - $38.95 $4.46K - $4.6K
29.4K $1.15M
SLV
I Shares Silver Trust

ETFs
212
+ 2.31%
$24.33 - $29.38 $5.16K - $6.23K
9.38K $266K
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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