Patriot Financial Group Insurance Agency, LLC Pacer Fds Tr Trendpilot Intl E Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	$22.48 - $23.72 $130,653 - $137,860	-5,812 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$23.34 - $23.5 $8,402 - $8,460	-360 Reduced 5.83%	5,812 $136,000
Q1 2020 Apr 15, 2020	BUY	$23.32 - $27.25 $143,931 - $168,187	6,172 New	6,172 $144,000

Others Institutions Holding PTIN

# of Institutions

Shares Held

3.82M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

483K
Shares

$14.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

387K
Shares

$11.5 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

368K
Shares

$10.9 Million
0.0% of portfolio
Pacer Advisors, Inc. Malvern, PA

336K
Shares

$9.93 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

260K
Shares

$7.69 Million
0.01% of portfolio

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