Patriot Financial Group Insurance Agency, LLC Sells in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-235
- 2.4%
$24.39 - $25.28 $5.73K - $5.94K
9.57K $240K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-279
- 2.33%
$47.95 - $49.61 $13.4K - $13.8K
11.7K $578K
UBER
Uber Technologies, Inc

Technology
-58
- 2.07%
$58.48 - $77.47 $3.39K - $4.49K
2.74K $205K
GPC
Genuine Parts CO

Consumer Cyclical
-26
- 0.53%
$131.04 - $147.11 $3.41K - $3.82K
4.88K $681K
SCHO
Schwab Short Term Us Treasury

ETFs
-91
- 0.87%
$47.93 - $49.06 $4.36K - $4.46K
10.4K $510K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.37K
- 6.57%
$44.69 - $48.87 $61.4K - $67.1K
19.6K $955K
VXF
Vanguard Extended Market ETF

ETFs
-98
- 5.68%
$163.98 - $182.92 $16.1K - $17.9K
1.63K $296K
HNDL
Strategy Shs

ETFs
-424
- 3.29%
$20.96 - $22.29 $8.89K - $9.45K
12.5K $277K
GNMA
Ishares Gnma Bond ETF

ETFs
-57
- 0.89%
$42.68 - $45.25 $2.43K - $2.58K
6.32K $282K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-909
- 3.18%
$22.51 - $23.92 $20.5K - $21.7K
27.7K $657K
IBB
Ishares Biotechnology ETF

ETFs
-64
- 2.65%
$135.09 - $149.47 $8.65K - $9.57K
2.35K $342K
USXF
Ishares Esg Advanced Msci Usa

Technology
-548
- 3.58%
$43.59 - $49.35 $23.9K - $27K
14.7K $723K
GLD
Spdr Gold Trust

ETFs
-625
- 10.68%
$215.56 - $246.98 $135K - $154K
5.23K $1.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 6.04%
$531.86 - $624.21 $13.3K - $15.6K
389 $240K
PFE
Pfizer Inc

Healthcare
-885
- 2.26%
$27.7 - $31.39 $24.5K - $27.8K
38.3K $1.11M
ISRG
Intuitive Surgical Inc

Healthcare
-41
- 5.74%
$416.14 - $494.01 $17.1K - $20.3K
673 $330K
ABT
Abbott Laboratories

Healthcare
-147
- 4.97%
$100.07 - $118.13 $14.7K - $17.4K
2.81K $320K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.9K
- 2.91%
$17.35 - $18.22 $32.9K - $34.5K
63.2K $1.14M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-96
- 2.25%
$75.63 - $84.89 $7.26K - $8.15K
4.17K $350K
FDN
First Tr Fd Dow Jones

ETFs
-35
- 1.0%
$183.68 - $212.48 $6.43K - $7.44K
3.45K $730K
XLY
Select Sector Spdr Consumer Di

ETFs
-77
- 4.21%
$170.05 - $200.86 $13.1K - $15.5K
1.75K $350K
GOLD
Barrick Gold Corp

Basic Materials
-890
- 7.6%
$16.56 - $21.01 $14.7K - $18.7K
10.8K $215K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-53
- 0.87%
$46.9 - $51.96 $2.49K - $2.75K
6.03K $310K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-237
- 3.71%
$78.37 - $86.15 $18.6K - $20.4K
6.15K $529K
CI
Cigna Corp

Healthcare
-205
- 3.44%
$319.12 - $367.1 $65.4K - $75.3K
5.76K $2M
MS
Morgan Stanley

Financial Services
-149
- 2.65%
$92.07 - $106.96 $13.7K - $15.9K
5.47K $569K
DHR
Danaher Corp

Healthcare
-14
- 1.34%
$239.25 - $280.76 $3.35K - $3.93K
1.03K $285K
VZ
Verizon Communications Inc

Communication Services
-2.11K
- 6.32%
$38.89 - $45.0 $81.9K - $94.8K
31.2K $1.4M
ZTS
Zoetis Inc.

Healthcare
-47
- 2.78%
$172.58 - $196.48 $8.11K - $9.23K
1.64K $321K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-312
- 2.5%
$97.81 - $108.79 $30.5K - $33.9K
12.2K $1.32M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2
- 0.01%
$34.29 - $36.04 $68.6 - $72.1
32.3K $1.16M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-56
- 1.15%
$103.09 - $113.83 $5.77K - $6.37K
4.82K $538K
ED
Consolidated Edison Inc

Utilities
-40
- 1.63%
$88.42 - $104.97 $3.54K - $4.2K
2.42K $251K
AXP
American Express CO

Financial Services
-247
- 9.67%
$225.92 - $271.17 $55.8K - $67K
2.31K $625K
FDL
First Tr Morningstar Dividend

ETFs
-58
- 0.65%
$37.66 - $42.06 $2.18K - $2.44K
8.88K $372K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-755
- 3.98%
$58.03 - $65.37 $43.8K - $49.4K
18.2K $1.18M
UNM
Unum Group

Financial Services
-128
- 2.44%
$49.81 - $59.44 $6.38K - $7.61K
5.12K $304K
DFAE
Dimensional ETF Tr

ETFs
-13
- 0.05%
$24.46 - $27.82 $318 - $362
24.3K $665K
TT
Trane Technologies PLC

Industrials
-16
- 2.17%
$314.21 - $388.71 $5.03K - $6.22K
720 $279K
TDIV
First Trust Nasdaq Technology

ETFs
-191
- 1.7%
$70.51 - $81.07 $13.5K - $15.5K
11.1K $888K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-178
- 2.87%
$117.9 - $128.2 $21K - $22.8K
6.03K $773K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.67K
- 4.33%
$42.22 - $48.62 $70.4K - $81K
36.8K $1.71M
DFAU
Dimensional ETF Tr

ETFs
-113
- 0.6%
$35.8 - $39.69 $4.05K - $4.48K
18.9K $749K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.24K
- 24.73%
$72.18 - $107.33 $89.1K - $133K
3.76K $398K
GS
Goldman Sachs Group Inc

Financial Services
-46
- 3.07%
$459.02 - $510.25 $21.1K - $23.5K
1.45K $718K
BX
Blackstone Inc.

Financial Services
-345
- 10.62%
$120.77 - $159.66 $41.7K - $55.1K
2.9K $444K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.01K
- 3.24%
$63.28 - $70.06 $63.8K - $70.6K
30.1K $2.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-158
- 0.94%
$74.26 - $78.84 $11.7K - $12.5K
16.7K $1.31M
PCT
Pure Cycle Technologies, Inc.

Industrials
-4.72K
- 17.56%
$4.69 - $10.17 $22.1K - $48K
22.1K $210K
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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