Patriot Financial Group Insurance Agency, LLC WISDOMTREE FLOATING RATE TREASURY FUND Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 11, 2022
SELL
N/A
-2,791 Closed
0 $0
Q4 2021

Jan 10, 2022
SELL
N/A
-328 Reduced 10.52%
2,791 $70,000
Q3 2021

Nov 24, 2021
SELL
N/A
-476 Reduced 13.24%
3,119 $78,000
Q2 2021

Jul 30, 2021
SELL
N/A
-5,571 Reduced 60.78%
3,595 $90,000
Q1 2021

Apr 29, 2021
SELL
N/A
-7,890 Reduced 46.26%
9,166 $230,000
Q4 2020

Jan 15, 2021
SELL
N/A
-2,497 Reduced 12.77%
17,056 $428,000
Q3 2020

Oct 21, 2020
BUY
N/A
3,217 Added 19.69%
19,553 $491,000
Q2 2020

Jul 10, 2020
BUY
N/A
2,590 Added 18.84%
16,336 $410,000
Q1 2020

Apr 15, 2020
SELL
N/A
-177,246 Reduced 92.8%
13,746 $345,000
Q4 2019

Jan 22, 2020
BUY
N/A
173,178 Added 972.15%
190,992 $478,000
Q3 2019

Oct 25, 2019
BUY
N/A
6,644 Added 59.48%
17,814 $446,000
Q2 2019

Aug 07, 2019
BUY
N/A
2,332 Added 26.39%
11,170 $280,000
Q1 2019

Apr 29, 2019
BUY
N/A
4,311 Added 95.23%
8,838 $222,000
Q4 2018

Feb 04, 2019
BUY
N/A
4,126 Added 1028.93%
4,527 $114,000
Q3 2018

Oct 30, 2018
BUY
N/A
401 New
401 $10,000
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email