Patriot Financial Group Insurance Agency, LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$19.18 - $21.39 $135,219 - $150,799	-7,050 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$20.21 - $21.34 $20,210 - $21,340	-1,000 Reduced 12.42%	7,050 $146,000
Q3 2021 Nov 24, 2021	BUY	$20.39 - $21.38 $164,139 - $172,109	8,050 New	8,050 $166,000

Others Institutions Holding YMAR

# of Institutions

Shares Held

2.95M

Call Options Held

Put Options Held

Mgo One Seven LLC Beachwood, OH

361K
Shares

$8.27 Million
0.39% of portfolio
Cambridge Investment Research Advisors, Inc.

321K
Shares

$7.35 Million
0.03% of portfolio
Legacy Capital Wealth Partners, LLC Little Rock, AR

265K
Shares

$6.06 Million
1.12% of portfolio
Commonwealth Equity Services, LLC

248K
Shares

$5.67 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

243K
Shares

$5.55 Million
0.01% of portfolio

View Full List

About FIRST TR EX-TR VIII CBOE VEST

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