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
HUBB
Hubbell Inc

Industrials
Q1 2022 Filed on May 11, 2022
3
$174.76 - $209.5 $524 - $629
WIX
Wix.Com Ltd.

Technology
Q1 2022 Filed on May 11, 2022
5
$73.51 - $160.48 $368 - $802
PMF
Pimco Municipal Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
25
$11.82 - $15.15 $296 - $379
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
875
$11.65 - $17.98 $10.2K - $15.7K
ADV
Advantage Solutions Inc.

Communication Services
Q1 2022 Filed on May 11, 2022
100
$5.47 - $8.15 $547 - $815
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2022 Filed on May 11, 2022
151
$84.79 - $102.13 $12.8K - $15.4K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q1 2022 Filed on May 11, 2022
200
$10.04 - $12.7 $2.01K - $2.54K
AMRC
Ameresco, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
200
$44.15 - $83.41 $8.83K - $16.7K
NVEC
Nve Corp

Technology
Q1 2022 Filed on May 11, 2022
200
$53.71 - $69.08 $10.7K - $13.8K
AVAV
Aero Vironment Inc

Industrials
Q1 2022 Filed on May 11, 2022
500
$53.78 - $99.47 $26.9K - $49.7K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on May 11, 2022
100
$27.36 - $40.22 $2.74K - $4.02K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2022 Filed on May 11, 2022
66
$86.42 - $109.81 $5.7K - $7.25K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
250
$11.78 - $13.39 $2.95K - $3.35K
NVEE
Nv5 Global, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
300
$100.43 - $137.89 $30.1K - $41.4K
DLY
Double Line Yield Opportunities Fund

N/A
Q1 2022 Filed on May 11, 2022
318
$16.32 - $18.75 $5.19K - $5.96K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2022 Filed on May 11, 2022
406
$49.1 - $60.21 $19.9K - $24.4K
BELFB
Bel Fuse Inc.

Technology
Q1 2022 Filed on May 11, 2022
500
$11.85 - $19.89 $5.93K - $9.95K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2022 Filed on May 11, 2022
54
$27.64 - $31.73 $1.49K - $1.71K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q1 2022 Filed on May 11, 2022
531
$68.88 - $85.18 $36.6K - $45.2K
VRM
Vroom, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
200
$2.33 - $11.17 $466 - $2.23K
MTRN
Materion Corp

Basic Materials
Q1 2022 Filed on May 11, 2022
300
$80.75 - $93.64 $24.2K - $28.1K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2022 Filed on May 11, 2022
250
$34.88 - $42.11 $8.72K - $10.5K
ACM
Aecom

Industrials
Q1 2022 Filed on May 11, 2022
1,300
$66.74 - $79.56 $86.8K - $103K
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q1 2022 Filed on May 11, 2022
576
$22.5 - $26.72 $13K - $15.4K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
550
$13.62 - $32.45 $7.49K - $17.8K
CYTK
Cytokinetics Inc

Healthcare
Q1 2022 Filed on May 11, 2022
200
$29.74 - $46.0 $5.95K - $9.2K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2022 Filed on May 11, 2022
312
$53.48 - $60.03 $16.7K - $18.7K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q1 2022 Filed on May 11, 2022
995
$9.58 - $11.19 $9.53K - $11.1K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2022 Filed on May 11, 2022
1,000
$9.34 - $10.37 $9.34K - $10.4K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on May 11, 2022
750
N/A
YEXT
Yext, Inc.

Technology
Q1 2022 Filed on May 11, 2022
600
$5.37 - $10.0 $3.22K - $6K
XHS
Spdr S&P Health Care Services

ETFs
Q1 2022 Filed on May 11, 2022
352
$87.24 - $106.83 $30.7K - $37.6K
Spdr Msci Emerging Markets Strategicfactors ETF
Q1 2022 Filed on May 11, 2022
1,667
N/A
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on May 11, 2022
220
$191.25 - $221.63 $42.1K - $48.8K
RWLK
Re Walk Robotics Ltd.

Healthcare
Q1 2022 Filed on May 11, 2022
1,436
$0.99 - $1.3 $1.42K - $1.87K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
Q1 2022 Filed on May 11, 2022
1,500
$13.47 - $17.2 $20.2K - $25.8K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
300
$36.75 - $54.06 $11K - $16.2K
DGII
Digi International Inc

Technology
Q1 2022 Filed on May 11, 2022
2,200
$18.94 - $25.38 $41.7K - $55.8K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q1 2022 Filed on May 11, 2022
1,683
$74.04 - $92.27 $125K - $155K
SONO
Sonos Inc

Technology
Q1 2022 Filed on May 11, 2022
1,600
$22.2 - $30.95 $35.5K - $49.5K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q1 2022 Filed on May 11, 2022
1,412
$115.85 - $130.79 $164K - $185K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
1,269
$69.05 - $79.6 $87.6K - $101K
VNM
Vaneck Vietnam ETF

ETFs
Q1 2022 Filed on May 11, 2022
700
$18.2 - $21.53 $12.7K - $15.1K
ATHX
Athersys, Inc

Healthcare
Q1 2022 Filed on May 11, 2022
5,000
$0.6 - $1.06 $3K - $5.3K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2022 Filed on May 11, 2022
4,413
$24.12 - $25.92 $106K - $114K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
24,000
$1.21 - $2.48 $29K - $59.5K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
7,500
$12.12 - $14.37 $90.9K - $108K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q1 2022 Filed on May 11, 2022
7,525
$46.39 - $59.58 $349K - $448K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q1 2022 Filed on May 11, 2022
12,200
$11.58 - $13.83 $141K - $169K
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