Patriot Financial Group Insurance Agency, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$61.76 - $74.65 $149,706 - $180,951	2,424 Added 214.13%	3,556 $220,000
Q2 2022 Jul 29, 2022	BUY	$64.17 - $80.06 $15,464 - $19,294	241 Added 27.05%	1,132 $75,000
Q1 2022 May 11, 2022	BUY	$72.8 - $84.71 $64,864 - $75,476	891 New	891 $71,000

Others Institutions Holding SUSL

# of Institutions

170

Shares Held

8.21M

Call Options Held

Put Options Held

Bank Of Italy

1.65M
Shares

$151 Million
8.46% of portfolio
55 I, LLC Boston, MA

893K
Shares

$81.4 Million
1.54% of portfolio
Mercer Global Advisors Inc Denver, CO

853K
Shares

$77.7 Million
0.22% of portfolio
Envestnet Asset Management Inc

816K
Shares

$74.3 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

538K
Shares

$49 Million
0.0% of portfolio

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