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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	SELL	$37.05 - $39.82 $2,741 - $2,946	-74 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$36.96 - $39.61 $2,735 - $2,931	74 New	74 $3,000

Others Institutions Holding PDN

# of Institutions

104

Shares Held

11.2M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

8.45M
Shares

$278 Million
0.05% of portfolio
Cutler Investment Counsel LLC

321K
Shares

$10.6 Million
1.41% of portfolio
Invesco Ltd. Atlanta, GA

222K
Shares

$7.3 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

202K
Shares

$6.66 Million
1.38% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.28 Million
0.01% of portfolio

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