Patriot Financial Group Insurance Agency, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	SELL	$19.56 - $24.58 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$18.41 - $20.95 $0 - $0	0 New	0 $0

Others Institutions Holding FRTY

# of Institutions

Shares Held

2.6M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

1.19M
Shares

$18 Million
0.04% of portfolio
Fred Alger Management, LLC New York, NY

290K
Shares

$4.4 Million
0.03% of portfolio
Ubs Group Ag

264K
Shares

$3.99 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

143K
Shares

$2.16 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

140K
Shares

$2.12 Million
0.64% of portfolio

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About ALGER ETF TR MID CAP 40 ETF

Ticker FRTY
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