Patriot Financial Group Insurance Agency, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$33.01 - $33.57 $61,332 - $62,373	-1,858 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$31.06 - $32.45 $57,709 - $60,292	1,858 New	1,858 $60,000

Others Institutions Holding DJUN

# of Institutions

Shares Held

2.24M

Call Options Held

Put Options Held

Kestra Advisory Services, LLC

190K
Shares

$8.37 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

128K
Shares

$5.63 Million
0.01% of portfolio
Sequent Planning LLC Omaha, NE

102K
Shares

$4.51 Million
1.5% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

91.9K
Shares

$4.05 Million
0.12% of portfolio
Hickory Asset Management, Inc. Concord, OH

73.2K
Shares

$3.22 Million
2.69% of portfolio

View Full List

About FIRST TR EX-TRD VIII CBOE VEST

Ticker DJUN
Sector Technology

More about DJUN

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