Patriot Financial Group Insurance Agency, LLC Victory Portfolios Ii Victorys Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$49.44 - $49.9 $34,608 - $34,930	-700 Reduced 11.08%	5,616 $279,000
Q4 2023 Jan 19, 2024	SELL	$48.37 - $49.72 $1.14 Million - $1.18 Million	-23,642 Reduced 78.92%	6,316 $313,000
Q3 2023 Oct 19, 2023	BUY	$48.69 - $49.29 $686,382 - $694,841	14,097 Added 88.88%	29,958 $1.47 Million
Q2 2023 Jul 17, 2023	BUY	$48.77 - $49.34 $451,854 - $457,135	9,265 Added 140.46%	15,861 $775,000
Q1 2023 Apr 20, 2023	BUY	$48.69 - $49.32 $321,159 - $325,314	6,596 New	6,596 $323,000
Q2 2022 Jul 29, 2022	SELL	$48.72 - $49.81 $2,630 - $2,689	-54 Reduced 10.44%	463 $23,000
Q4 2021 Jan 10, 2022	BUY	$51.29 - $51.87 $26,516 - $26,816	517 New	517 $27,000

Others Institutions Holding USTB

# of Institutions

114

Shares Held

15.4M

Call Options Held

Put Options Held

Victory Capital Management Inc

5.12M
Shares

$259 Million
0.27% of portfolio
Bank Of America Corp Charlotte, NC

900K
Shares

$45.6 Million
0.0% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

730K
Shares

$36.9 Million
5.35% of portfolio
Lpl Financial LLC Fort Mill, SC

716K
Shares

$36.3 Million
0.02% of portfolio
Amplius Wealth Advisors, LLC

624K
Shares

$31.6 Million
3.58% of portfolio

View Full List

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