Patriot Financial Group Insurance Agency, LLC Purchases in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
B
Barnes Group Inc

Industrials
11.7K
+ 2.13%
$38.58 - $47.26 $451K - $552K
560K $26.5M
EPI
Wisdomtree Tr India Earnings F

ETFs
58.4K
New
$45.09 - $50.08 $2.64M - $2.93M
58.4K $2.65M
TSLA
Tesla, Inc.

Consumer Cyclical
2.64K
+ 26.16%
$213.65 - $479.86 $564K - $1.27M
12.7K $5.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.36K
+ 23.13%
$521.84 - $558.82 $1.75M - $1.88M
17.9K $9.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 2.89%
$180.88 - $232.93 $239K - $307K
47K $10.3M
GVI
Ishares Tr

ETFs
13.5K
+ 105.57%
$103.89 - $107.05 $1.4M - $1.44M
26.2K $2.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.8K
+ 20.86%
$49.03 - $53.35 $1.02M - $1.11M
120K $6.16M
IAU
Ishares Gold Trust

ETFs
22.7K
+ 40.72%
$48.37 - $52.65 $1.1M - $1.2M
78.5K $3.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.7K
+ 15.33%
$113.92 - $127.38 $1.22M - $1.36M
80.3K $9.25M
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 0.23%
$570.51 - $610.59 $102K - $109K
76K $44.8M
JPM
Jpmorgan Chase & CO

Financial Services
431
+ 1.43%
$205.18 - $250.29 $88.4K - $108K
30.5K $7.31M
GOOGL
Alphabet Inc.

Communication Services
1.71K
+ 6.59%
$161.86 - $196.66 $276K - $336K
27.6K $5.23M
AVGO
Broadcom Inc.

Technology
439
+ 3.18%
$159.67 - $250.0 $70.1K - $110K
14.2K $3.3M
KGC
Kinross Gold Corp

Basic Materials
94K
New
$9.03 - $10.75 $849K - $1.01M
94K $871K
BA
Boeing CO

Industrials
4K
+ 66.96%
$138.14 - $180.72 $552K - $723K
9.97K $1.76M
VUG
Vanguard Growth ETF

ETFs
1.34K
+ 11.68%
$378.79 - $428.11 $506K - $572K
12.8K $5.25M
SPYG
Spdr Portfolio

ETFs
7.6K
+ 23.7%
$81.74 - $91.38 $621K - $695K
39.7K $3.49M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.28K
+ 308.46%
$89.97 - $98.59 $745K - $816K
11K $1.04M
PLTR
Palantir Technologies Inc.

Technology
2.96K
+ 19.89%
$36.46 - $82.38 $108K - $243K
17.8K $1.35M
NYF
Ishares New York Muni Bond ETF

ETFs
14.7K
New
$52.85 - $54.34 $779K - $801K
14.7K $784K
ETN
Eaton Corp PLC

Industrials
2.1K
+ 147.23%
$326.96 - $377.52 $686K - $792K
3.52K $1.17M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.6K
New
$119.61 - $136.3 $669K - $763K
5.6K $691K
V
Visa Inc.

Financial Services
479
+ 3.75%
$273.87 - $320.91 $131K - $154K
13.2K $4.18M
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 4.66%
$280.04 - $302.45 $421K - $455K
33.8K $9.78M
SOUN
Soundhound Ai, Inc.

Technology
30K
New
$4.51 - $24.23 $135K - $726K
30K $594K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.4K
+ 1.88%
$94.43 - $105.47 $132K - $147K
75.8K $7.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.32K
+ 11.37%
$176.42 - $186.91 $586K - $621K
32.5K $5.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 13.78%
$71.75 - $75.11 $790K - $827K
90.9K $6.54M
RGTI
Rigetti Computing, Inc.

Technology
33.4K
New
$0.74 - $17.08 $24.7K - $571K
33.4K $513K
FTNT
Fortinet, Inc.

Technology
1.21K
+ 5.49%
$76.49 - $99.21 $92.8K - $120K
23.3K $2.2M
QBTS
D Wave Quantum Inc.

Technology
58.1K
New
$0.89 - $9.91 $51.7K - $576K
58.1K $486K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.5K
+ 12.64%
$45.07 - $47.1 $656K - $685K
130K $5.86M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
10.6K
New
$40.33 - $42.34 $428K - $449K
10.6K $427K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
12K
+ 13.35%
$48.12 - $52.79 $576K - $632K
102K $4.91M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.98K
+ 22.49%
$108.6 - $115.42 $541K - $575K
27.1K $2.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.22K
+ 6.79%
$442.29 - $483.08 $538K - $588K
19.1K $8.68M
SCHW
Schwab Charles Corp

Financial Services
245
+ 0.56%
$63.31 - $82.85 $15.5K - $20.3K
43.9K $3.25M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
360
+ 1.09%
$170.03 - $192.78 $61.2K - $69.4K
33.4K $6.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
336
+ 2.49%
$172.07 - $207.36 $57.8K - $69.7K
13.8K $2.74M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.3K
+ 4.7%
$53.94 - $58.15 $232K - $250K
95.8K $5.4M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.41K
New
$77.98 - $84.06 $344K - $371K
4.41K $356K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.08K
New
$311.11 - $335.64 $336K - $363K
1.08K $348K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.56K
+ 36.98%
$44.2 - $49.46 $334K - $374K
28K $1.28M
HON
Honeywell International Inc

Industrials
1.38K
+ 91.47%
$202.84 - $236.0 $281K - $327K
2.9K $654K
ACN
Accenture PLC

Technology
965
New
$343.9 - $376.86 $332K - $364K
965 $339K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.53K
+ 16.65%
$96.64 - $101.23 $438K - $458K
31.7K $3.07M
NFLX
Netflix Inc

Communication Services
53
+ 3.64%
$687.65 - $936.56 $36.4K - $49.6K
1.51K $1.35M
KMX
Carmax Inc

Consumer Cyclical
2.25K
+ 8.24%
$71.11 - $87.2 $160K - $196K
29.5K $2.41M
META
Meta Platforms, Inc.

Communication Services
137
+ 1.14%
$554.08 - $632.68 $75.9K - $86.7K
12.1K $7.15M
Activity Summary
Buys All Purchases 279 New Holdings 39 Increased Positions 240 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 7 Puts 0
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