Patriot Financial Group Insurance Agency, LLC Franklin Templeton ETF Tr Libe Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$41.98 - $46.92 $9,781 - $10,932	-233 Reduced 18.05%	1,058 $48,000
Q4 2021 Jan 10, 2022	BUY	$42.05 - $47.2 $294 - $330	7 Added 0.55%	1,291 $61,000
Q3 2021 Nov 24, 2021	BUY	$42.17 - $45.19 $590 - $632	14 Added 1.1%	1,284 $54,000
Q2 2021 Jul 30, 2021	BUY	$40.45 - $42.84 $1,213 - $1,285	30 Added 2.42%	1,270 $54,000
Q1 2021 Apr 29, 2021	BUY	$37.22 - $40.15 $3,089 - $3,332	83 Added 7.17%	1,240 $50,000
Q4 2020 Jan 15, 2021	BUY	$33.72 - $37.89 $5,496 - $6,176	163 Added 16.4%	1,157 $44,000
Q2 2020 Jul 10, 2020	BUY	$26.46 - $34.24 $24,740 - $32,014	935 Added 1584.75%	994 $32,000
Q1 2020 Apr 15, 2020	BUY	$23.79 - $35.97 $1,403 - $2,122	59 New	59 $2,000

Others Institutions Holding FLQL

# of Institutions

Shares Held

19.6M

Call Options Held

200

Put Options Held

Franklin Resources Inc San Mateo, CA

9.52M
Shares

$590 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.53M
Shares

$94.6 Million
0.01% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

1.44M
Shares

$89.5 Million
0.56% of portfolio
Steward Partners Investment Advisory, LLC

886K
Shares

$54.9 Million
0.47% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

784K
Shares

$48.6 Million
1.3% of portfolio

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