Patriot Financial Group Insurance Agency, LLC Invesco Exchange Traded Fd Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 10, 2022	BUY	$89.61 - $96.11 $89 - $96	1 Added 0.13%	790 $76,000
Q4 2020 Jan 15, 2021	BUY	$66.13 - $77.24 $132 - $154	2 Added 0.25%	789 $60,000
Q3 2020 Oct 21, 2020	SELL	$60.32 - $68.28 $60 - $68	-1 Reduced 0.13%	787 $52,000
Q1 2020 Apr 15, 2020	BUY	$42.84 - $79.6 $33,757 - $62,724	788 New	788 $42,000

Others Institutions Holding CZA

# of Institutions

Shares Held

845K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

181K
Shares

$19.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

171K
Shares

$18.3 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

80.1K
Shares

$8.61 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

34.6K
Shares

$3.71 Million
0.01% of portfolio
Rodgers & Associates, LTD

28.1K
Shares

$3.02 Million
0.35% of portfolio

View Full List

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