Patriot Financial Group Insurance Agency, LLC First Tr Exc Traded Fd Iv High 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 2018 Aug 14, 2018	SELL	$48.67 - $49.78 $6,375 - $6,521	-131 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	131	131 $7,000

Others Institutions Holding HISF

# of Institutions

Shares Held

573K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

125K
Shares

$5.5 Million
0.0% of portfolio
Breakthru Advisory Services, LLC Muskego, WI

98.1K
Shares

$4.33 Million
3.89% of portfolio
Tru Independence LLC

56.6K
Shares

$2.5 Million
0.8% of portfolio
Cetera Investment Advisers Schaumburg, IL

38.7K
Shares

$1.71 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

37.3K
Shares

$1.65 Million
0.0% of portfolio

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