Patriot Financial Group Insurance Agency, LLC Global X Fds S&P 500 Covered C Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	SELL	$28.89 - $30.36 $100,479 - $105,592	-3,478 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$27.3 - $28.83 $7,889 - $8,331	-289 Reduced 7.67%	3,478 $166,000
Q4 2020 Jan 15, 2021	BUY	$24.6 - $27.56 $2,558 - $2,866	104 Added 2.84%	3,767 $175,000
Q3 2020 Oct 21, 2020	BUY	$24.71 - $25.56 $90,512 - $93,626	3,663 New	3,663 $163,000

Others Institutions Holding XYLG

# of Institutions

Shares Held

742K

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

285K
Shares

$9.52 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

227K
Shares

$7.6 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

69.4K
Shares

$2.32 Million
0.01% of portfolio
Garner Asset Management Corp

36.5K
Shares

$1.22 Million
0.67% of portfolio
Avantax Advisory Services, Inc.

33.7K
Shares

$1.13 Million
0.01% of portfolio

View Full List

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