Patriot Financial Group Insurance Agency, LLC Innovator U.S. Equity Power Bu Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 25,655 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,655
Previous 22,184 15.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
N/A
3,471 Added 15.65%
25,655 $0
Q2 2024

Jul 26, 2024
SELL
N/A
-30 Reduced 0.14%
22,184 $0
Q1 2024

Apr 30, 2024
BUY
N/A
300 Added 1.37%
22,214 $0
Q4 2023

Jan 19, 2024
BUY
N/A
4,240 Added 23.99%
21,914 $0
Q3 2023

Oct 19, 2023
BUY
N/A
4,365 Added 32.8%
17,674 $0
Q1 2023

Apr 20, 2023
SELL
N/A
-250 Reduced 1.84%
13,309 $0
Q4 2022

Jan 17, 2023
BUY
N/A
2,350 Added 20.97%
13,559 $0
Q3 2022

Oct 31, 2022
BUY
N/A
5,917 Added 111.81%
11,209 $312,000
Q2 2022

Jul 29, 2022
SELL
N/A
-550 Reduced 9.41%
5,292 $149,000
Q1 2022

May 11, 2022
BUY
N/A
250 Added 4.47%
5,842 $176,000
Q4 2021

Jan 10, 2022
BUY
N/A
650 Added 13.15%
5,592 $170,000
Q3 2021

Nov 24, 2021
BUY
N/A
3,800 Added 332.75%
4,942 $144,000
Q3 2020

Oct 21, 2020
BUY
N/A
1,142 New
1,142 $30,000

Others Institutions Holding PSEP

# of Institutions
200
Shares Held
18.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email