Patriot Financial Group Insurance Agency, LLC Closed Holding Positions

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GMS
Gms Inc.

Industrials
Q2 2022 Filed on Jul 29, 2022
450
$39.0 - $52.69 $17.6K - $23.7K
BAR
Granite Shares Gold Trust

ETFs
Q2 2022 Filed on Jul 29, 2022
267
$17.91 - $19.62 $4.78K - $5.24K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
Q2 2022 Filed on Jul 29, 2022
63
$46.65 - $55.87 $2.94K - $3.52K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
Q2 2022 Filed on Jul 29, 2022
57
$45.54 - $55.49 $2.6K - $3.16K
BBSC
Jp Morgan Exc Trd Tr Betabuild
Q2 2022 Filed on Jul 29, 2022
38
$49.03 - $61.75 $1.86K - $2.35K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q2 2022 Filed on Jul 29, 2022
250
$18.45 - $24.92 $4.61K - $6.23K
LENB
Lennar Corporation Cl B
Q2 2022 Filed on Jul 29, 2022
25
N/A
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
650
$27.9 - $40.54 $18.1K - $26.4K
WDNA
Wisdomtree Tr Wisdomtree Biore

ETFs
Q2 2022 Filed on Jul 29, 2022
300
$16.0 - $20.82 $4.8K - $6.25K
WOLF
Wolfspeed, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
6
$58.67 - $115.53 $352 - $693
CCSI
Consensus Cloud Solutions, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
16
$38.43 - $60.01 $615 - $960
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
3
$61.19 - $87.14 $184 - $261
IRT
Independence Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 29, 2022
751
$20.5 - $28.15 $15.4K - $21.1K
Reservoir Media Inc Com
Q2 2022 Filed on Jul 29, 2022
1,600
N/A
SPRO
Spero Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 29, 2022
1,200
$0.74 - $7.44 $888 - $8.93K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
13
$30.3 - $108.64 $394 - $1.41K
DOCS
Doximity, Inc.

Healthcare
Q2 2022 Filed on Jul 29, 2022
5
$28.46 - $54.0 $142 - $270
EPHYU
Epiphany Technology Acquisition Corp.

Financial Services
Q2 2022 Filed on Jul 29, 2022
100
$9.79 - $9.84 $979 - $984
FIBK
First Interstate Bancsystem Inc

Financial Services
Q2 2022 Filed on Jul 29, 2022
36
$32.52 - $38.5 $1.17K - $1.39K
LMACU
Liberty Media Acquisition Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
100
$9.87 - $10.15 $987 - $1.02K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
Q2 2022 Filed on Jul 29, 2022
300
$39.06 - $52.27 $11.7K - $15.7K
Prospector Capital Corp Unit Ex 010130
Q2 2022 Filed on Jul 29, 2022
100
N/A
SVFA
Svf Investment Corp.

Financial Services
Q2 2022 Filed on Jul 29, 2022
100
$9.8 - $9.87 $980 - $987
Svf Investment Corp Unit Ex 122025
Q2 2022 Filed on Jul 29, 2022
100
N/A
SARK
Collaborative Invt Ser Tr Tutt

ETFs
Q2 2022 Filed on Jul 29, 2022
8,735
$43.39 - $77.4 $379K - $676K
Uranium Rty Corp Com
Q2 2022 Filed on Jul 29, 2022
300
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2022 Filed on Jul 29, 2022
7
$102.76 - $125.99 $719 - $882
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q1 2022 Filed on May 11, 2022
601
$10.33 - $12.19 $6.21K - $7.33K
Bhp Group PLC Sponsored Adr
Q1 2022 Filed on May 11, 2022
525
N/A
BB
Blackberry LTD

Technology
Q1 2022 Filed on May 11, 2022
3,000
$5.94 - $9.37 $17.8K - $28.1K
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 11, 2022
2
$164.78 - $208.13 $330 - $416
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
422
$47.69 - $58.69 $20.1K - $24.8K
EFX
Equifax Inc

Industrials
Q1 2022 Filed on May 11, 2022
25
$208.16 - $285.61 $5.2K - $7.14K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on May 11, 2022
601
$53.94 - $70.26 $32.4K - $42.2K
AG
First Majestic Silver Corp

Basic Materials
Q1 2022 Filed on May 11, 2022
1,700
$9.54 - $14.02 $16.2K - $23.8K
Hollyfrontier Corp Com
Q1 2022 Filed on May 11, 2022
1,710
N/A
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2022 Filed on May 11, 2022
4,681
$14.09 - $17.63 $66K - $82.5K
KIM
Kimco Realty Corp

Real Estate
Q1 2022 Filed on May 11, 2022
1,390
$22.92 - $25.36 $31.9K - $35.3K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q1 2022 Filed on May 11, 2022
122
$24.79 - $30.83 $3.02K - $3.76K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
1,450
$5.76 - $6.59 $8.35K - $9.56K
PAAS
Pan American Silver Corp

Basic Materials
Q1 2022 Filed on May 11, 2022
850
$21.13 - $28.3 $18K - $24.1K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on May 11, 2022
2,974
N/A
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2022 Filed on May 11, 2022
38
$41.02 - $63.33 $1.56K - $2.41K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2022 Filed on May 11, 2022
1,885
$37.79 - $42.6 $71.2K - $80.3K
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on May 11, 2022
800
$51.35 - $60.41 $41.1K - $48.3K
INKM
Ssga Active ETF Tr

ETFs
Q1 2022 Filed on May 11, 2022
3,426
$33.21 - $35.48 $114K - $122K
STLD
Steel Dynamics Inc

Basic Materials
Q1 2022 Filed on May 11, 2022
3,350
$52.45 - $89.49 $176K - $300K
VT
Vanguard Total World Stk Index

ETFs
Q1 2022 Filed on May 11, 2022
232
$93.8 - $108.09 $21.8K - $25.1K
Xilinx Inc Com
Q1 2022 Filed on May 11, 2022
50
N/A
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