Patriot Financial Group Insurance Agency, LLC First Exch Tr Fd Cboe Vest Gol Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$18.36 - $19.84 $1,101 - $1,190	60 Added 2.25%	2,731 $50,000
Q4 2021 Jan 10, 2022	SELL	$18.5 - $19.59 $6,179 - $6,543	-334 Reduced 11.11%	2,671 $51,000
Q3 2021 Nov 24, 2021	SELL	$18.53 - $19.58 $2.33 Million - $2.46 Million	-125,593 Reduced 97.66%	3,005 $56,000
Q2 2021 Jul 30, 2021	BUY	$19.0 - $20.2 $2.44 Million - $2.6 Million	128,598 New	128,598 $2.49 Million

Others Institutions Holding BGLD

# of Institutions

Shares Held

2.29M

Call Options Held

Put Options Held

Sequent Planning LLC Omaha, NE

885K
Shares

$18.5 Million
5.96% of portfolio
Maia Wealth LLC Denver, CO

400K
Shares

$8.37 Million
1.58% of portfolio
Smart Wealth LLC Omaha, NE

221K
Shares

$4.63 Million
1.45% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

217K
Shares

$4.54 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

133K
Shares

$2.79 Million
0.01% of portfolio

View Full List

About FIRST EXCH-TR FD CBOE VEST GOL

Ticker BGLD
Sector ETFs
Industry ETFs

More about BGLD

Track This Portfolio

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.

Account