Patriot Financial Group Insurance Agency, LLC Sells in Q2 2025

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
-2.82K
- 40.96%
$36.68 - $74.46 $104K - $210K
4.07K $302K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-200
- 1.31%
$44.42 - $51.46 $8.88K - $10.3K
15.1K $774K
BX
Blackstone Inc.

Financial Services
-50
- 1.65%
$120.07 - $151.11 $6K - $7.56K
2.98K $445K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-99
- 3.67%
$108.12 - $135.04 $10.7K - $13.4K
2.6K $351K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-71
- 8.06%
$320.42 - $424.58 $22.7K - $30.1K
810 $341K
CARR
Carrier Global Corp

Industrials
-590
- 8.55%
$55.55 - $75.83 $32.8K - $44.7K
6.31K $461K
IWM
Ishares Russell 2000 ETF

ETFs
-69
- 2.43%
$174.82 - $215.79 $12.1K - $14.9K
2.78K $599K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-450
- 6.02%
$68.32 - $85.57 $30.7K - $38.5K
7.03K $601K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-20
- 0.57%
$149.76 - $186.42 $3K - $3.73K
3.5K $653K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-171
- 4.29%
$91.62 - $116.16 $15.7K - $19.9K
3.81K $442K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.01K
- 7.58%
$57.14 - $72.68 $57.5K - $73.2K
12.3K $892K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-128
- 1.56%
$53.69 - $67.27 $6.87K - $8.61K
8.05K $541K
ACHR
Archer Aviation Inc.

Industrials
-5.5K
- 18.32%
$6.2 - $13.3 $34.1K - $73.1K
24.5K $265K
MS
Morgan Stanley

Financial Services
-543
- 10.14%
$99.83 - $140.86 $54.2K - $76.5K
4.81K $677K
BSX
Boston Scientific Corp

Healthcare
-382
- 2.53%
$89.7 - $107.41 $34.3K - $41K
14.7K $1.58M
TT
Trane Technologies PLC

Industrials
-6
- 0.85%
$315.21 - $437.41 $1.89K - $2.62K
696 $304K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.55K
- 5.72%
$35.9 - $43.76 $199K - $243K
91.4K $3.95M
IWL
Ishares Tr Russell 200 ETF

ETFs
-165
- 2.83%
$122.36 - $153.12 $20.2K - $25.3K
5.66K $866K
FDN
First Tr Fd Dow Jones

ETFs
-9
- 0.54%
$200.29 - $269.33 $1.8K - $2.42K
1.67K $450K
POCT
Innovator U.S. Equity Power Bu

ETFs
-234
- 0.72%
$36.35 - $41.3 $8.51K - $9.66K
32.4K $1.34M
WMT
Walmart Inc.

Consumer Defensive
-3.96K
- 8.25%
$81.79 - $99.98 $324K - $396K
44K $4.3M
EPI
Wisdomtree Tr India Earnings F

ETFs
-2.38K
- 4.39%
$41.3 - $47.52 $98.4K - $113K
51.9K $2.46M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-165
- 0.42%
$35.3 - $40.46 $5.82K - $6.68K
39.4K $1.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-530
- 1.89%
$60.34 - $74.89 $32K - $39.7K
27.4K $2.06M
FTNT
Fortinet, Inc.

Technology
-259
- 1.24%
$84.71 - $108.69 $21.9K - $28.2K
20.7K $2.18M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-549
- 4.69%
$82.32 - $112.47 $45.2K - $61.7K
11.1K $1.25M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-841
- 1.29%
$34.72 - $42.74 $29.2K - $35.9K
64.3K $2.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
-278
- 4.58%
$496.48 - $617.85 $138K - $172K
5.8K $3.58M
ETN
Eaton Corp PLC

Industrials
-134
- 3.94%
$246.52 - $356.99 $33K - $47.8K
3.27K $1.17M
KGC
Kinross Gold Corp

Basic Materials
-1.7K
- 1.97%
$11.79 - $15.85 $20K - $26.9K
84.5K $1.32M
NEM
Newmont Corp

Basic Materials
-635
- 1.81%
$44.18 - $59.46 $28.1K - $37.8K
34.4K $2M
XLK
Technology Sector Spdr

ETFs
-250
- 2.95%
$179.73 - $253.23 $44.9K - $63.3K
8.23K $2.08M
AMD
Advanced Micro Devices Inc

Technology
-55
- 0.54%
$78.21 - $143.81 $4.3K - $7.91K
10.1K $1.44M
DFAI
Dimensional ETF Tr

ETFs
-229
- 0.15%
$28.02 - $34.71 $6.42K - $7.95K
153K $5.28M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.22K
- 4.47%
$40.51 - $71.03 $49.3K - $86.5K
26K $1.83M
HWM
Howmet Aerospace Inc.

Industrials
-939
- 6.13%
$112.33 - $186.13 $105K - $175K
14.4K $2.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.43K
- 3.49%
$82.96 - $110.1 $201K - $267K
67K $7.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12.4K
- 2.81%
$22.27 - $29.21 $275K - $361K
427K $12.5M
Activity Summary
Buys All Purchases 368 New Holdings 67 Increased Positions 301 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 5 Puts 2
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