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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$35.54 - $44.59 $17,876 - $22,428	-503 Reduced 83.42%	100 $4,000
Q2 2019 Aug 07, 2019	BUY	N/A	503 Added 503.0%	603 $19,000
Q2 2018 Aug 14, 2018	BUY	N/A	100 New	100 $3,000

Others Institutions Holding PKB

# of Institutions

Shares Held

2.11M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

458K
Shares

$36 Million
0.05% of portfolio
Morgan Stanley New York, NY

274K
Shares

$21.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$15.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

177K
Shares

$13.9 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

132K
Shares

$10.4 Million
0.0% of portfolio

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